Joshua Bousfield, financial advisor Winter Park FL
90 score

Joshua Bousfield

CRD Number: 5975318
Current Firm: Wells Fargo Advisors, LLC

Joshua Bousfield (CRD# 5975318) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Winter Park, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Orlando, FL May 2013 - Current 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
Tallahasse Community College Tallahassee, FL Aug 2004 - Aug 2006 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: 314-875-3000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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