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Joshua Ryan Slagill

Schwab Wealth Advisory, Inc.

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About Joshua Ryan Slagill

Joshua Slagill is a financial advisor with Schwab Wealth Advisory, Inc. based in Phoenix, AZ. Joshua has been in the industry for 2 years and is licensed in 51 states. He holds FINRA licenses Series 7TO, Series 9 and Series 63, and state licenses Series 66. Joshua also has a Series 63 license. His specializations include retirement planning, college savings, and estate planning. Joshua has a strong commitment to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Joshua Slagill is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

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.

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financial planning services

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

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portfolio management for businesses

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

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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.

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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Joshua Slagill’s Registration & Firm History

AZ

02/01/2024 - Present

Schwab Wealth Advisory, Inc. (Phoenix AZ)

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Licenses & Designations

BOTH

Issued 01/26/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/17/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/17/2022

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 12/02/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/18/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Joshua Ryan Slagill.
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