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Josh Ryan Albert

Intrepid Investment Bankers LLC

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About Josh Ryan Albert

Josh Ryan Albert is a registered representative with Intrepid Investment Bankers LLC and has been in the industry since 2018. Josh holds the Series 63, Series 79 and SIE licenses. Josh is registered in California.

Firm Information

Josh Albert is currently registered with Intrepid Investment Bankers LLC. Intrepid Investment Bankers LLC is a Limited Liability Company formed on April 28, 2010. The firm is registered in Arizona, California, Colorado, Illinois, New York, North Carolina, and Utah. It also holds an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

69

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Josh Albert’s Registration & Firm History

CA

08/01/2018 - Present

Intrepid Investment Bankers LLC (LOS ANGELES CA)

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Licenses & Designations

BC

Issued 07/10/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2017

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Josh Ryan Albert.
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