Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Hancock is a registered investment advisor representative with Crewe Advisors. Joshua is based in SALT LAKE CITY, UT and has been in the industry since 2022. Joshua has passed the Uniform Investment Adviser Law Examination (Series 65) and the Securities Industry Essentials Examination (SIE). Joshua's specializations include portfolio management for individuals, portfolio management for businesses, and selection of other advisors. Crewe Advisors is a financial advisory firm with offices in SALT LAKE CITY, UT. They provide financial planning and portfolio management services to individuals, businesses, and charitable organizations.
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.
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.
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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UT
03/06/2023 - Present
Crewe Advisors (SALT LAKE CITY UT)
IA
Issued 03/04/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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