linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joshua Mauk

Terra Wealth

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joshua? Claim Your Profile

About Joshua Mauk

Joshua Mauk is an investment advisor representative at Terra Wealth. Joshua has been in the financial industry since 2011 and is registered with the state of Indiana and North Carolina. Joshua is also a Series 6, Series 26, Series 63, and Series 65 licensed professional. Joshua works with individuals and businesses providing financial planning and portfolio management services. Joshua has experience working with high net worth individuals and charitable organizations.

Firm Information

Joshua Mauk is currently registered with Terra Wealth. Terra Wealth, headquartered in High Point, North Carolina, is an investment advisory firm with over 50 licensed agents and investment advisor representatives. They manage over $340 million in assets for individuals, high-net-worth individuals, and charitable organizations. Their services include financial planning, portfolio management, and selection of other advisors.
Terra Wealth

400 WEST ENGLISH ROAD

HIGH POINT, NC 27262

$340.74M

Assets Under Management

Not reported

Total Clients

38

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joshua Mauk’s Registration & Firm History

NC

06/19/2023 - Present

Terra Wealth (HIGH POINT NC)

IN

03/24/2022 - 11/03/2023

PURSHE KAPLAN STERLING INVESTMENTS (Crown Point IN)

IN

11/23/2011 - 04/21/2022

PFS INVESTMENTS INC. (MERRILLVILLE IN)

Not sure if Joshua Mauk is right for you?

Licenses & Designations

IA

Issued 04/29/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/29/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/13/2014

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Joshua Mauk. Review regulatory record here.
Not sure if Joshua Mauk is right for you?