Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua McAlister is an Investment Advisor Representative with AWM Capital, LLC in Phoenix, Arizona. Joshua has been a financial professional since 2015, most recently holding a position at KPMG in Tempe, Arizona. Joshua holds a Series 65 license, has earned the Certified Financial Planner designation and specializes in providing financial planning, portfolio management, and wealth management services to individuals, high-net-worth individuals, and pooled investment vehicles.
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.
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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AZ
08/04/2021 - Present
AWM Capital, LLC (PHOENIX AZ)
IA
Issued 04/05/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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