Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Andrew Goodridge is an active investment advisor representative with Concorde Asset Management, LLC. Joshua has been in the industry since November 2016. Joshua has Series 7 and Series 66 licenses and a SIE. Joshua is registered in Michigan and South Carolina. Joshua has experience with Ameriprise Financial Services, LLC, Brighthouse Securities, LLC, and CUNA Brokerage Services, Inc. Concorde Asset Management, LLC is an independent investment advisor that offers financial planning, portfolio management and selection of other advisors to individual, business, and institutional clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Promoter fees from other advisors
1
2
MI
01/15/2025 - Present
Concorde Asset Management, LLC (ANN ARBOR MI)
NC
07/12/2022 - 03/26/2024
BRIGHTHOUSE SECURITIES, LLC (CHARLOTTE NC)
TX
08/30/2021 - 06/27/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Live Oak TX)
TX
08/10/2016 - 09/01/2021
CUNA BROKERAGE SERVICES, INC. (AUSTIN TX)
BOTH
Issued 11/08/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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