Joshua Bradford (CRD# 4858618) is an Investment Advisor Representative working at Wedbush Securities Inc. in Los Angeles, CA and has over 19 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wedbush Securities Inc. | Los Angeles, CA | Jun 2021 - Current | 2 |
| Unionbanc Investment Services | Glendale, CA | Feb 2017 - May 2021 | 4 |
| Unemployed | Northridge, CA | Sep 2016 - Jan 2017 | < 1 |
| Northern Lights Distributors, LLC | Omaha, NE | Oct 2015 - Aug 2016 | < 1 |
| Wright Fund Management, Llc & Sierra Investment Management | Santa Monica, CA | Jun 2015 - Aug 2016 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Van Nuys, CA | Dec 2014 - May 2015 | < 1 |
| Bank Of America, N.a. | Van Nuys, CA | Dec 2014 - May 2015 | < 1 |
| Unemployed | Woodland Hills, CA | Sep 2014 - Nov 2014 | < 1 |
| Assetmark Brokerage, LLC | Concord, CA | Aug 2014 - Sep 2014 | < 1 |
| Centurion Capital Group, Inc. | Concord, CA | Sep 2013 - Sep 2014 | 1 |
| Capital Brokerage Corporation | Richmond, VA | Dec 2012 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2007 |
- CA
-
Total Assets Under Management4,502MILLIONS
-
Total Number of Accounts9,055ACCOUNTS
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Average Account Value$497,178
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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