Josh GarbertCRD Number: 5594505
Current Firm: Ameriprise Financial Services, Inc.
Josh Garbert (CRD# 5594505) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Wytheville, VA and has over 8 years of experience in the finance industry.
Roger R. Bell & Company, Inc.
Gwn Securities Inc.
Lincoln Financial Securities Corporation
|Ameriprise Financial Services Inc.||Charlotte, NC||Jul 2012 - Current||4|
|Edward Jones||St. Louis, MO||May 2009 - Jul 2012||3|
|Merrill Lynch||Charlotte, NC||Sep 2008 - Feb 2009||< 1|
|Unemployed||Charlotte, NC||Apr 2007 - Sep 2008||1|
|Universal Technical Institute, Inc.||Mooresville, NC||Jan 2005 - Apr 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2009|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV