Joshua WestCRD Number: 3055550
Current Firm: Raymond James Financial Services Advisors, Inc.
Joshua West (CRD# 3055550) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Suffolk, VA and has over 19 years of experience in the finance industry.
Pathway Financial Planning, Inc.
Lincoln Financial Advisors Corporation
Virginia Capital Management Group Inc.
|Insurance-non Variable||Suffolk, VA||Apr 2013 - Current||4|
|Hampton Roads Financial, LLC||Suffolk, VA||Dec 2009 - Current||8|
|Raymond James Financial Services||Suffolk, VA||Apr 2009 - Current||8|
|Raymond James Financial Services Advisors, Inc.||Suffolk, VA||Apr 2009 - Current||8|
|Merrill Lynch, Pierce, Fenner & Smith, Inc.||Newport News, VA||Aug 1999 - Apr 2009||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1998|
|S65||NASAA Investment Advisors Law Examination||Mar 2000|
Total Assets Under Management81,239MILLIONS
Total Number of Accounts280,698ACCOUNTS
Average Account Value$289,416
- 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
- 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