Unclaimed
Joshua Chamberlain is an investment advisor representative with Chamberlain Financial Advisors, Inc., based in Decatur, Georgia. Joshua is registered in Georgia. Joshua's firm manages over $27,979,499 in assets and provides financial planning, educational seminars and portfolio management for individuals. In addition to their role at Chamberlain Financial Advisors, Inc., Joshua also holds a principal position with JB&JM Group, Inc., which provides business operations consulting.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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GA
02/14/2018 - Present
Chamberlain Financial Advisors, Inc. (DECATUR GA)
IA
Issued 12/12/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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