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Joshua Julio Topp

Flagship Harbor Advisors, LLC

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About Joshua Julio Topp

Joshua Julio Topp is a financial professional with over 15 years of experience in the financial services industry. Joshua is currently registered with Flagship Harbor Advisors, LLC, which is an independent investment advisor firm. Joshua is also registered with LPL Financial LLC, and has held previous registrations with MetLife Securities Inc. and Wachovia Securities, LLC. Joshua holds the Series 66, Series 7 and SIE licenses and has earned the designation of Chartered Financial Consultant. Joshua provides financial planning and consulting services to individuals, families, businesses and charitable organizations. Joshua is dedicated to helping clients achieve their financial goals.

Firm Information

Joshua Topp is currently registered with Flagship Harbor Advisors, LLC. Flagship Harbor Advisors, LLC is a Boston, MA-based registered investment advisor with approximately $3 billion in assets under management. The firm offers financial planning, portfolio management for individuals, and educational seminars. Flagship Harbor Advisors, LLC primarily serves high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. The firm also participates in wrap fee programs.
Flagship Harbor Advisors, LLC

346 COMMERCIAL STREET

BOSTON, MA 02109

$3.01B

Assets Under Management

27

Total Clients

51

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 Topp’s Registration & Firm History

MA

06/19/2014 - Present

Flagship Harbor Advisors, LLC (BOSTON MA)

MA

05/11/2009 - 12/04/2013

METLIFE SECURITIES INC. (DANVERS MA)

MA

04/11/2007 - 05/04/2009

WACHOVIA SECURITIES, LLC (BOSTON MA)

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Licenses & Designations

BOTH

Issued 05/11/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/10/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Julio Topp.
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