Joshua Cruz (CRD# 6456893) is an Investment Advisor Representative working at Bucket List Wealth Management, LLC in The Villages, FL and has over 7 years of experience in the finance industry. Joshua Cruz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2227187
Merit Financial Advisors
CRD# 2882852
Pnc Investments
CRD# 5563678
Missionsquare Retirement
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bucket List Wealth Management, LLC | The Villages, FL | May 2017 - Current | 7 |
| Senior Financial Security, Inc. | The Villages, FL | Jan 2017 - Aug 2020 | 3 |
| Deutsche Bank | Jacksonville, FL | Jun 2015 - Dec 2016 | 1 |
| University Of Florida | Gainesville, FL | Jul 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2017 |
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Total Assets Under Management105MILLIONS
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Total Number of Accounts343ACCOUNTS
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Average Account Value$304,679
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, LA, MI, MN, OH, TX
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