Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Mumper is an investment advisor representative at Vance Wealth in SANTA CLARITA, CA. Joshua has been in the industry since 2017 and is registered in California. Joshua has a Series 65 license. Vance Wealth is a registered investment advisor based in Santa Clarita, California. The firm manages over $670 million in assets for a variety of clients, including high-net-worth individuals, pension plans, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting services
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.
Consulting fees
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CA
11/22/2022 - Present
Vance Wealth (SANTA CLARITA CA)
IA
Issued 11/22/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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