Joshua BousfieldCRD 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.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|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|
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