Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Mungavin is a financial advisor at Evensky & Katz/foldes Wealth Management. Joshua is a Certified Financial Planner® professional. Joshua Mungavin has been a registered Investment Advisor since 2013 and has a Series 65 license. Joshua Mungavin has over 14 years of experience in the financial services industry. Joshua's primary area of focus is in financial planning, and portfolio management. Joshua serves high net worth individuals and other individuals.
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.
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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FL
07/27/2018 - Present
Evensky & Katz/foldes Wealth Management (CORAL GABLES FL)
IA
Issued 01/07/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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