Joshua Mellberg (CRD# 5174289) is an Investment Advisor Representative working at Secure Investment Management, LLC in Tucson, AZ and has over 17 years of experience in the finance industry.
CRD# 4701550
Ubs Financial Services Inc.
CRD# 3272252
Edward Jones
CRD# 4840087
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Secure Investment Management, LLC | Tucson, AZ | Oct 2012 - Current | 11 |
| Jd Mellberg Financial | Tucson, AZ | Jan 2004 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
- CA
- CO
- FL
- TX
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Total Assets Under Management32MILLIONS
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Total Number of Accounts614ACCOUNTS
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Average Account Value$52,779
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AR, AZ, CA, CO, FL, GA, IL, KS, MD, MI, MN, NC, NE, OK, PA, TX, VA, WA, WI
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