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Joshua Keith Rushing

Cetera Investment Advisers LLC

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About Joshua Keith Rushing

Joshua Keith Rushing is a financial advisor with Cetera Investment Advisers LLC, a firm with a strong reputation in the financial services industry. Joshua has been in the financial industry since 2014, working previously with Edward Jones. Joshua holds a Series 66, Series 7 and SIE licenses and is registered in a number of states including Alabama, Arizona, California, Georgia, Illinois, Indiana, Massachusetts, Minnesota, Mississippi, Montana, New Mexico, North Carolina, Texas. Joshua is also registered with the Securities and Exchange Commission as an Investment Advisor Representative and has specializations in various areas of financial planning. Joshua and his colleagues at Cetera Investment Advisers LLC are committed to providing their clients with comprehensive financial planning services. They offer a variety of services to meet the individual needs of their clients.

Firm Information

Joshua Rushing is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

7025 N SCOTTSDALE RD STE 115 and 110

SCOTTSDALE, AZ 85253

$104.47B

Assets Under Management

16,618

Total Clients

7,280

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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 Rushing’s Registration & Firm History

AZ

03/21/2024 - Present

Cetera Investment Advisers LLC (SCOTTSDALE AZ)

AZ

11/17/2014 - 12/18/2023

EDWARD JONES (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 1/5/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Joshua Keith Rushing. Review regulatory record here.
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