Joshua Coffey (CRD# 7165422) is an Investment Advisor Representative working at Eagle Strategies LLC in Santa Maria, CA and has over 3 years of experience in the finance industry.
CRD# 1633454
Lpl Financial LLC
CRD# 6342307
San Luis Wealth Advisors
CRD# 4781575
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fulcrum Wealth And Insurance Solutions, LLC | Santa Maria, CA | Jun 2023 - Current | < 1 |
| Eagle Strategies LLC | Santa Maria, CA | Aug 2022 - Current | 1 |
| Nylife Securities LLC | Santa Maria, CA | Jul 2020 - Current | 3 |
| New York Life Insurance Company | Santa Maria, CA | Oct 2019 - Current | 4 |
| Visionary | Santa Maria, CA | Jul 2019 - Dec 2019 | < 1 |
| Unemployed | Santa Maria, CA | May 2019 - Jul 2019 | < 1 |
| Harvest Church | Arroyo Grande, CA | Mar 2019 - Apr 2019 | < 1 |
| Hillside Church | San Jose, CA | Aug 2017 - Feb 2019 | 1 |
| Bethany Church | Long Beach, CA | Jan 2012 - Aug 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2020 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2022 |
- CA
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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