Joshua SandersCRD 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.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|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|
Total Assets Under Management17,726MILLIONS
Total Number of Accounts37,178ACCOUNTS
Average Account Value$476,799
- A percentage of assets under your management
- Hourly charges
- 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
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