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Joshua Masters Chamberlain

Chamberlain Financial Advisors, Inc.

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About Joshua Masters Chamberlain

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.

Firm Information

Joshua Chamberlain is currently registered with Chamberlain Financial Advisors, Inc.. Chamberlain Financial Advisors, Inc. is a financial advisory firm that provides financial planning and portfolio management services to individuals and high-net-worth individuals. The firm manages approximately $27,979,499 in assets for 196 clients.

$27.98M

Assets Under Management

20

Total Clients

3

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 Chamberlain’s Registration & Firm History

GA

02/14/2018 - Present

Chamberlain Financial Advisors, Inc. (DECATUR GA)

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Licenses & Designations

IA

Issued 12/12/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua Masters Chamberlain.
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