Unclaimed
Joshua Britton is a financial advisor in Overland Park, Kansas, with over 14 years of experience in the financial services industry. Joshua is currently registered with Financial Partners Group, Inc. as a Registered Investment Advisor and a Registered Representative. Joshua has held previous positions with Cambridge Investment Research, Inc. and Waddell & Reed, Inc. Joshua is a Series 6, 7, 63, and 65 licensed professional.
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.
Helps you choose top advisors aligned with your financial goals.
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
KS
11/29/2017 - Present
Financial Partners Group, Inc. (OVERLAND PARK KS)
KS
12/03/2014 - 09/26/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (OVERLAND PARK KS)
KS
12/09/2003 - 04/18/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 04/17/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/13/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/08/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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