Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Blake Smith is a financial advisor with over 15 years of experience in the industry. Joshua has been registered as a broker-dealer and investment advisor in Texas since 2006. Currently, Joshua is registered with Kestra Private Wealth Services, LLC and Kestra Investment Services. Joshua has previously worked at Goldman Sachs & Co. LLC, Mercer Allied Company, L.P., Cetera Advisor Networks LLC and Girard Securities, Inc. Joshua has a wide range of experience working with individuals, families, businesses and institutions.
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.
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2
TX
10/06/2023 - Present
Kestra Private Wealth Services, LLC (Plano TX)
TX
09/03/2020 - 11/03/2023
MERCER ALLIED COMPANY, L.P. (PLANO TX)
TX
09/01/2020 - 11/03/2023
GOLDMAN SACHS & CO. LLC (PLANO TX)
TX
11/01/2017 - 09/01/2020
CETERA ADVISOR NETWORKS LLC (IRVING TX)
TX
10/21/2011 - 11/01/2017
GIRARD SECURITIES, INC. (IRVING TX)
TX
05/06/2008 - 11/07/2011
LPL FINANCIAL LLC (IRVING TX)
IA
Issued 06/30/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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