Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Lawson is a financial advisor who has been in the industry for over a decade. Joshua currently works at Churchill Management Group, a firm that specializes in financial planning, portfolio management for individuals, businesses, and pooled investment vehicles. Before joining Churchill, Joshua worked at Charles Schwab & Co., Inc. and TD Ameritrade, Inc. Joshua's experience and expertise help him provide comprehensive financial advice to his clients.
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.
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.
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AZ
02/21/2024 - Present
Churchill Management Group (Gilbert AZ)
AZ
01/26/2022 - 02/23/2024
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
AZ
03/02/2015 - 02/23/2024
TD AMERITRADE, INC. (Phoenix AZ)
AZ
10/11/2012 - 10/27/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GILBERT AZ)
BOTH
Issued 11/09/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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