Joshua Bousfield, financial advisor Winter Park FL
96 score

Joshua Bousfield

CRD Number: 5975318
Current Firm: Suntrust Advisory Services, Inc.

Joshua Bousfield (CRD# 5975318) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Winter Park, FL and has over 6 years of experience in the finance industry. Joshua Bousfield 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.

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Professional Designations
Company Name Location Dates Years
Suntrust Advisory Services, Inc. Atlanta, GA Jan 2018 - Current < 1
Suntrust Bank Winter Park, FL Jan 2018 - Current < 1
Suntrust Investment Services, Inc. Atlanta, GA Jan 2018 - Current < 1
Wells Fargo Clearing Services, LLC Orlando, FL Nov 2016 - Dec 2017 1
Wells Fargo Advisors LLC Orlando, FL May 2013 - Nov 2016 3
Wells Fargo Bank Na Orlando, FL Jul 2010 - May 2013 2
Wells Fargo Financial Orlando, FL Apr 2009 - Jul 2010 1
Unemployed Orlando, FL Dec 2008 - Apr 2009 < 1
University Of Central Fla Orlando, FL Aug 2006 - Dec 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2011
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Joshua C. Bousfield
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
96
Clean Record
This advisor has a clean track record with regulators.

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