Joshua Gimpelson, financial advisor Missoula MT

Joshua Gimpelson

CRD Number: 4599485
Current Firm: Rbc Capital Markets, LLC

Joshua Gimpelson (CRD# 4599485) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Missoula, MT and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
City National Bank Missoula, MT May 2018 - Current 5
Rbc Capital Markets, LLC Missoula, MT Nov 2016 - Current 7
Ubs Financial Services Inc. Salt Lake City, UT Oct 2008 - Nov 2016 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2003
Contact Info for Joshua M. Gimpelson
Phone Number: 212-858-7000
Registered State(s):
  • MT
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    201,264
    MILLIONS
  • Total Number of Accounts
    451,404
    ACCOUNTS
  • Average Account Value
    $445,862
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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, 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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