Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Linton is a financial advisor with Avantax Advisory Services, located in Dallas, Texas. Joshua has over 15 years of experience in the financial services industry and is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative. He is also licensed in Florida, Georgia, Maryland, Nevada, North Carolina, North Dakota, and South Carolina. Joshua offers financial planning, retirement planning, income planning, insurance planning, and business succession planning services to individuals and businesses. He also has experience in selling insurance products, including fixed indexed annuities and indexed annuities. Joshua is dedicated to helping his clients achieve their financial goals and is committed to providing them with personalized service.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
06/20/2024 - Present
Avantax Advisory Services (DALLAS TX)
GA
02/14/2018 - 06/26/2024
LPL FINANCIAL LLC (AUGUSTA GA)
GA
09/01/2017 - 02/14/2018
INVEST FINANCIAL CORPORATION (AUGUSTA GA)
GA
10/11/2013 - 09/06/2017
SUNTRUST INVESTMENT SERVICES, INC. (AUGUSTA GA)
GA
05/12/2011 - 10/18/2013
FIFTH THIRD SECURITIES, INC. (AUGUSTA GA)
GA
08/12/2008 - 02/10/2011
WELLS FARGO ADVISORS, LLC (AUGUSTA GA)
BOTH
Issued 03/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/11/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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