Joshua Gifford (CRD# 7561166) is an Investment Advisor Representative working at Premier Southwest Planning Group, LLC in Scottsdale, AZ and has 1 year of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Premier Southwest Planning Group, LLC | Scottsdale, AZ | May 2022 - Current | 1 |
| Prefund The Police- Non- Profit | Pheonix, AZ | Jul 2021 - Current | 2 |
| Integrity Wealth Partners Az, LLC | Phoenix, AZ | Feb 2021 - Current | 3 |
| Premier Southwest Benefits Group, Inc. | Scottsdale, AZ | Jan 2017 - Current | 7 |
| T&t Capital Management | Coto De Caza, CA | Jun 2023 - Sep 2023 | < 1 |
| Massmutual Financial Group | Scottsdale, AZ | Jan 2017 - Jan 2019 | 2 |
| Family Tree Estate Planning | Scottsdale, AZ | Sep 2014 - Dec 2016 | 2 |
| Rjp Estate Planning | Scottsdale, AZ | Aug 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- AZ
-
Total Assets Under Management46MILLIONS
-
Total Number of Accounts386ACCOUNTS
-
Average Account Value$120,390
- 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)
- Educational seminars/workshops
AZ, CA, IL, NV, WI
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