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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Lustbader is a financial advisor who is registered with the state of Arizona as an Investment Advisor Representative. Joshua is currently employed by Beacon Pointe Advisors, LLC, a firm with approximately 31.3 billion dollars in assets under management. Joshua’s advisory services include financial planning, portfolio management for individuals, investment companies and pooled investment vehicles, as well as educational seminars. Joshua is registered with the state of Arizona as an Investment Advisor Representative with the state of Arizona. Joshua has been in the financial services industry for over five years and has experience working at Vanguard, Fisher Investments, Paladini Financial Management, Mutual of Omaha and Stonegate Capital Advisors.
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.
Strategic management for diversified investment portfolios.
Consulting services
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.
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AZ
01/25/2023 - Present
Beacon Pointe Advisors, LLC (Scottsdale AZ)
IA
Issued 12/27/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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