Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Lipscomb is a registered investment advisor representative at Wolf Group Capital Advisors. Joshua has been in the industry for 6 years and has a Series 65 license. Joshua holds a Bachelor of Arts in Business Administration from James Madison University. He is a member of the Financial Planning Association and volunteers for Aletheia Church in Harrisonburg, VA. Joshua specializes in providing financial planning services and portfolio management for individuals and businesses.
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.
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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VA
09/11/2024 - Present
Wolf Group Capital Advisors (LEESBURG VA)
Active
Inactive
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