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Joshua J Phillips

Capstone Partners

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About Joshua J Phillips

Joshua Phillips is a financial professional associated with Capstone Partners. Joshua has been in the industry since March 12, 2021 and holds the Series 79TO and SIE licenses. Joshua is registered with FINRA and is currently active in the BC scope.

Firm Information

Joshua Phillips is currently registered with Capstone Partners. Capstone Partners is a Limited Liability Company formed on April 8, 2004. The firm is registered with the SEC and in 15 states including Arizona, California, Colorado, Florida, Idaho, Illinois, Louisiana, Massachusetts, Michigan, New York, Ohio, Oregon, Pennsylvania, Texas, and Virginia.

Not reported

Assets Under Management

Not reported

Total Clients

89

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Joshua Phillips’s Registration & Firm History

MA

03/13/2021 - Present

Capstone Partners (BOSTON MA)

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Licenses & Designations

BC

Issued 03/13/2021

SIE - Securities Industry Essentials Examination

BC

Issued 02/06/2021

Series 79TO - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua J Phillips.
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