Joshua Sanders, financial advisor Tampa FL
93 score

Joshua Sanders

CRD Number: 5337995
Current Firm: Suntrust Advisory Services, Inc.

Joshua Sanders (CRD# 5337995) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Tampa, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Advisory Services Atlanta, GA Sep 2016 - Current 1
Suntrust Investment Services, Inc. Atlanta, GA Oct 2013 - Current 4
Usaa Financial Advisors, Inc. Tampa, FL Sep 2011 - Jul 2013 1
Usaa Financial Planning Services Tampa, FL Sep 2011 - Jul 2013 1
Edward Jones St. Louis, MO Apr 2010 - Aug 2011 1
Unemployed Tampa, FL Feb 2010 - Apr 2010 < 1
Nylife Securities LLC Okemos, MI Dec 2009 - Feb 2010 < 1
New York Life Okemos, MI Aug 2009 - Feb 2010 < 1
Edward Jones Hastings, MI May 2007 - Sep 2009 2
Lowe's Grandville, MI May 2005 - Sep 2009 4
Grand Valley State University Allendale, MI Aug 2003 - May 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2010
S66 NASAA Uniform Combined State Law Examination Jun 2010
Contact Info for Joshua A. Sanders
Phone Number: 404-827-6461
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    17,726
    MILLIONS
  • Total Number of Accounts
    37,178
    ACCOUNTS
  • Average Account Value
    $476,799
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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