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Joshua James Prince

Promus Advisors

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About Joshua James Prince

Joshua James Prince is a financial advisor with Promus Advisors. Joshua has been a registered investment advisor since 2007, and has been a licensed financial planner since 2008. Joshua holds Series 63, Series 65, and Series 7 licenses. He is a Certified Financial Planner. Prior to joining Promus Advisors, Joshua worked at Sanford C. Bernstein & Co., LLC and Northern Trust. Joshua has experience in various areas of financial planning, including portfolio management for individuals, selection of other advisors, and financial planning. Joshua is a member of the Financial Planning Association. He has a strong track record of success in helping clients achieve their financial goals.

Firm Information

Joshua Prince is currently registered with Promus Advisors. Promus Advisors is an investment advisor registered with the SEC and located in Dallas, Texas. The firm has 1 investment adviser representative and provides financial planning, portfolio management for individuals, and selection of other advisers. The firm manages approximately $452.4 million in assets for 42 high-net-worth individuals.
Promus Advisors

8226 DOUGLAS AVENUE

DALLAS, TX 75225

$452.43M

Assets Under Management

Not reported

Total Clients

3

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joshua Prince’s Registration & Firm History

TX

10/01/2015 - Present

Promus Advisors (DALLAS TX)

TX

02/20/2008 - 09/25/2014

SANFORD C. BERNSTEIN & CO., LLC (DALLAS TX)

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Licenses & Designations

BC

Issued 11/30/2007

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/21/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/19/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua James Prince.
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