Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Matthew Smith is an investment advisor representative with Strategic Wealth Investment Group, LLC. Joshua is licensed to provide investment advice in Colorado, Indiana, Kentucky, Ohio, and Texas. Joshua has a background in financial services and has been working in the industry since 2006. Joshua has a strong track record of success and is committed to providing clients with personalized financial advice and guidance. Joshua works with individuals and families to develop financial plans that meet their specific needs. Joshua's firm, Strategic Wealth Investment Group, LLC, is headquartered in Louisville, Kentucky. The firm specializes in financial planning, portfolio management for businesses and individuals and educational seminars. The firm has approximately 900 million dollars in assets under management.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
KY
05/17/2024 - Present
Strategic Wealth Investment Group, LLC (LOUISVILLE KY)
KY
08/15/2006 - 01/12/2009
PARK AVENUE SECURITIES LLC (LOUISVILLE KY)
IA
Issued 09/06/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Joshua Smith is the right advisor for you? Invested Better is here to help.
