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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Leblanc is a financial advisor registered with Avantax Advisory Services, an investment advisory firm based in Dallas, Texas. Joshua Leblanc is also affiliated with EKC Advisors, PLLC. Joshua Leblanc specializes in providing financial planning services for individuals and businesses. He holds both Series 66 and Series 7TO licenses and is registered with the state of Texas. Avantax Advisory Services is a registered investment advisor with a broad client base including high net worth individuals, corporations, and pension plans. The firm offers a range of financial planning services, including retirement planning, investment management, and estate planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
01/09/2023 - Present
Avantax Advisory Services (Beaumont TX)
BOTH
Issued 01/09/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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