Joshua Welch (CRD# 6000285) is an Investment Advisor Representative working at Cuso Financial Services in Summerville, SC and has over 12 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cuso Financial Services, LP | San Diego, CA | Aug 2016 - Current | 7 |
| South Carolina Federal Credit Union | Mount Pleasant, SC | Aug 2016 - Current | 7 |
| Mass Mutual Of South Carolina | Mount Pleasant, SC | Feb 2016 - Jun 2016 | < 1 |
| State Farm Vp Management Corp. | Mount Pleasant, SC | Nov 2011 - Jan 2016 | 4 |
| Billy Swails Insurance Agency | Mount Pleasant, SC | Apr 2011 - Jan 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2022 |
- SC
-
Total Assets Under Management4,665MILLIONS
-
Total Number of Accounts26,968ACCOUNTS
-
Average Account Value$172,978
- 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
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