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Joshua Allen Carpenter

Bridgewealth Advisory Group, LLC

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About Joshua Allen Carpenter

Joshua Carpenter is an investment advisor representative at Bridgewealth Advisory Group, LLC, a Registered Investment Advisor based in Fresno, California. Joshua is also a partner at the firm. Joshua has been in the financial industry since July 18, 2000, and is currently registered with FINRA and the state of California. Joshua earned the Series 7 and Series 66 licenses, and the SIE exam. The firm focuses on providing financial planning, portfolio management and pension consulting services to individual and institutional clients.

Firm Information

Joshua Carpenter is currently registered with Bridgewealth Advisory Group, LLC. Bridgewealth Advisory Group, LLC is a registered investment advisor based in Fresno, CA. The firm provides financial planning, pension consulting, and portfolio management services to individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, and high-net-worth individuals. They also offer selection of other advisors. The firm has approximately $530,126,567 in regulatory assets under management.
Bridgewealth Advisory Group, LLC

986 WEST ALLUVIAL AVE.

FRESNO, CA 93711

$530.13M

Assets Under Management

Not reported

Total Clients

6

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Joshua Carpenter’s Registration & Firm History

CA

07/05/2018 - Present

Bridgewealth Advisory Group, LLC (Fresno CA)

NJ

10/05/2004 - 05/03/2011

SLOAN SECURITIES CORP. (ENGLEWOOD CLIFFS NJ)

FL

09/12/2003 - 10/06/2004

GUNNALLEN FINANCIAL, INC (TAMPA FL)

NJ

07/18/2000 - 10/02/2003

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 08/30/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Allen Carpenter.
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