Joshua Gustafson, financial advisor Santa Barbara CA
90 score

Joshua Gustafson

CRD Number: 2992162
Current Firm: Mercer Global Advisors Inc.

Joshua Gustafson (CRD# 2992162) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Santa Barbara, CA and has 1 year of experience in the finance industry. Joshua Gustafson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mercer Global Advisors Inc. Santa Barbara, CA Sep 2015 - Current 1
Mercer Global Advisors Inc. Santa Barbara, CA Jun 2008 - Sep 2015 7
Mercer Advisors Santa Barbara, CA May 2000 - Jun 2008 8

Joshua Gustafson has no recent exams reported.
Contact Info for Joshua K. Gustafson
Phone Number: (800) 258-1559
Registered State(s):
  • AZ
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    6,074
    MILLIONS
  • Total Number of Accounts
    18,595
    ACCOUNTS
  • Average Account Value
    $326,627
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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