Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Henslick is a registered investment advisor representative at J. Derek Lewis & Associates, Inc.. Joshua holds a Series 65 license and is registered to provide investment advisory services in Arizona, California, Idaho, Oregon, Texas, and Washington. Joshua is a graduate of California Polytechnic State University and has over 10 years of experience in the financial services industry. He is passionate about helping individuals and families achieve their financial goals. In addition to his work with J. Derek Lewis & Associates, Joshua is also an owner/operator of a pottery business which he started in 2017.
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.
Guidance on pension options to ensure a secure financial future.
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.
1
2
CA
03/21/2024 - Present
J.derek Lewis & Associates, Inc. (NEWPORT BEACH CA)
IA
Issued 06/22/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Joshua Henslick is the right advisor for you? Invested Better is here to help.
