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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 James Hamblin is a financial advisor with Soltis Investment Advisors, LLC. Joshua has been working in the financial industry since 2012. He has experience providing financial advice to individuals, families, and businesses. He is passionate about helping his clients achieve their financial goals. Joshua is licensed to provide financial advice in California, Nevada, and Utah. He is also registered as an investment advisor representative in Utah. Joshua holds the Series 65 license, which qualifies him to provide investment advice. He completed this exam on 5/23/2023. Joshua also has experience working with Sunrun, Inc., Lunt Capital Management, Inc., and American Logistics Company LLC. He has experience in various industries, including education, energy, logistics, and financial services.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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UT
05/31/2023 - Present
Soltis Investment Advisors, LLC (ST. GEORGE UT)
IA
Issued 05/23/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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