Unclaimed
Joshua Honeycutt is an investment advisor representative at Mar Vista Investment Partners, LLC. Joshua has been in the industry since 2000. Joshua is registered with the state of California and Texas. Joshua has passed the Series 7, 65 and 66 exams. Joshua has experience working with individuals, businesses, investment companies, charitable organizations, and pension and profit-sharing plans. Joshua specializes in providing portfolio management, sub-advisory services, and UMA.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub-advisory services, uma
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.
A percentage of the total value of assets under management is charged.
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CA
02/23/2017 - Present
MAR Vista Investment Partners, LLC (LOS ANGELES CA)
CA
01/03/2005 - 02/19/2008
PROFESSIONAL FUNDS DISTRIBUTOR, LLC (SANTA MONICA CA)
ME
12/17/2001 - 12/31/2004
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
MN
01/28/2000 - 03/06/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/28/2000 - 03/06/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/08/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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