Years of Experience
5-20+ Years
SCOTTSDALE, AZ
2 Years Experience
0 Disclosures
ADVISOR BIO
Joshua Dixon is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Joshua has been in the financial industry for over 2 years and has a Series 7, Series 63, and SIE license. Joshua has experience working at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Joshua specializes in providing financial advice to a variety of clients, including individuals, businesses, and institutions. Joshua is committed to providing personalized service and helping clients achieve their financial goals.
SPECIALIZATIONS
No specializations listed.
Scottsdale, AZ
8 Years Experience
0 Disclosures
ADVISOR BIO
Joshua Buckingham is a financial advisor registered with Vanguard Advisers, Inc. in Arizona and Texas. Joshua Buckingham is an active advisor. Joshua Buckingham has been in the industry since May 7, 2017. Joshua Buckingham has previously worked with VANGUARD MARKETING CORPORATION. Joshua Buckingham has passed the Series 63, Series 66, Series 7 and SIE exams.
SPECIALIZATIONS
SCOTTSDALE, AZ
5 Years Experience
1 Disclosures
ADVISOR BIO
Joshua Williams is a financial advisor with Equitable Advisors, LLC and has been in the industry since 2019. Joshua Williams is a licensed advisor in Arizona, Ohio, Texas and Virginia. Joshua Williams is a licensed advisor with the following certifications: Series 65, Series 63, Series 24, Series 7TO and SIE. Equitable Advisors, LLC has a total of 81035 client accounts with $32,266,275,228 in assets under management.
SPECIALIZATIONS
SCOTTSDALE, AZ
17 Years Experience
0 Disclosures
ADVISOR BIO
Joshua Casper is a registered representative with Vanguard Advisers, Inc., and is licensed in Arizona and Texas. Joshua has been in the industry since August 2008 and is currently based in Scottsdale, Arizona. Joshua holds the Series 6, 7, 24 and 66 securities licenses, as well as the SIE. Joshua is a non-public arbitrator for FINRA.
SPECIALIZATIONS
SCOTTSDALE, AZ
26 Years Experience
3 Disclosures
ADVISOR BIO
Joshua Paul Aylesworth is an investment advisor representative with Raymond James & Associates, Inc. Joshua has been in the industry since 1999 and holds the Series 7, Series 63, Series 31 and Series 65 licenses. Joshua is also a Certified Financial Planner. In addition to working with Raymond James & Associates, Inc., Joshua also worked with WELLS FARGO ADVISORS, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in the past. Joshua has registered with FINRA and the states of Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, and Wisconsin.
SPECIALIZATIONS
SCOTTSDALE, AZ
7 Years Experience
0 Disclosures
ADVISOR BIO
Joshua Gordon Novess is a financial advisor currently registered with Vanguard Advisers, Inc. Joshua has 6 years of experience in the financial services industry. Prior to joining Vanguard Advisers, Inc., Joshua was affiliated with CHARLES SCHWAB & CO., INC.. Joshua has a Series 66 license for both Broker-Dealer and Investment Advisor and a Series 63 license for Broker-Dealer. Joshua is registered in Arizona as a broker-dealer and in Arizona and Texas as an Investment Advisor. Joshua specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Joshua also provides financial planning and selection of other advisors services.
SPECIALIZATIONS
SCOTTSDALE, AZ
0 Disclosures
ADVISOR BIO
Joshua Gifford is a financial advisor at Premier Southwest Planning Group, LLC. He has been in the financial services industry since 2014. Joshua specializes in providing financial planning, pension consulting and educational seminars to individuals, families and small businesses. Joshua holds a Series 65 license. He is also a board member of Prefund the Police, a non-profit organization. Joshua has a strong commitment to helping his clients achieve their financial goals.
SPECIALIZATIONS
Scottsdale, AZ
4 Years Experience
0 Disclosures
ADVISOR BIO
Joy E. Briceland is an investment advisor representative, registered with the state of Arizona, and holds the Series 66 and Series 63 licenses. Joy has been in the industry since June 2021, and is currently employed with Charles Schwab & Co., Inc. Joy has experience working in various financial institutions including Wells Fargo Bank and Charles Schwab Bank, SSB. Joy is a registered representative with Charles Schwab & Co., Inc. with experience in the areas of financial planning and selection of other advisors.
SPECIALIZATIONS
SCOTTSDALE, AZ
38 Years Experience
0 Disclosures
ADVISOR BIO
Joyce Lynn Pearson is a financial advisor with LPL Financial LLC, where she has been registered since April 2005. Joyce has over 35 years of experience in the financial services industry. Joyce is registered with the following states: Arizona, California, Colorado, Illinois, Kansas, Michigan, Oregon, Virginia, and Washington. Joyce is also licensed to sell securities in the following states: Illinois, Kansas, and Washington. Joyce holds the Series 3, Series 7, and Series 63 licenses. Joyce has worked in the financial services industry since October 1986. Joyce’s previous experience includes roles with Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Prime Capital Services, Inc., Simmons & Bishop Co. Inc., Boettcher & Company, Inc., and E. F. Hutton & Company Inc.
SPECIALIZATIONS
SCOTTSDALE, AZ
36 Years Experience
2 Disclosures
ADVISOR BIO
Joyce Flanders is a financial advisor with over 35 years of experience in the industry. Joyce currently works at Osaic Wealth, Inc. where she specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Joyce has a strong track record of success in helping clients achieve their financial goals. She is committed to providing personalized service and building long-term relationships with her clients.
SPECIALIZATIONS