Unclaimed
Joshua Rennie is a financial advisor registered with the state of Nevada. Joshua has been working in the financial industry since January 2005. Joshua is currently registered with TCI Wealth Advisors, Inc. and has been with the firm since May 2017. Joshua is a Certified Financial Planner. TCI Wealth Advisors, Inc. manages over $4 billion in assets and serves a range of clients, including high-net-worth individuals, corporations, and charitable organizations. The firm provides a variety of services, including financial planning, portfolio management, and pension consulting.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial 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
11/21/2019 - Present
TCI Wealth Advisors, Inc. (TUCSON AZ)
Active
Inactive
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