Joshua Duvall Financial Planning & Accounting, LLC
Joshua Duvall Financial Planning & Accounting, LLC (CRD# 287940) is a financial advisory firm headquartered in , . They manage $29,734,000 in 344 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Joshua Duvall Financial Planning & Accounting, LLC
By the Numbers
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Total Assets Under Management30MILLION
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Total Number of Accounts344ACCOUNTS
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Average Account Value$86,436
Compensation Options
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ
Financial Advisors at Joshua Duvall Financial Planning & Accounting, LLC
1
Joshua Duvall (CRD# 6012654) is an Investment Advisor Representative working at Joshua Duvall Financial Planning & Accounting, LLC in Tabernacle, NJ and has over 12 years of experience in the finance industry.
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