Joshua Sokol (CRD# 6736118) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Auburndale, MA and has over 7 years of experience in the finance industry.
CRD# 5173053
Fidelity Personal And Workplace Advisors
CRD# 2931681
Lpl Financial LLC
CRD# 6371217
Integrated Wealth Concepts LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Auburndale, MA | Mar 2020 - Current | 4 |
| Ameriprise Financial Services, Inc. | Auburndale, MA | Dec 2016 - Mar 2020 | 3 |
| Emc | Hopkinton, MA | May 2016 - Nov 2016 | < 1 |
| Emc | Hopkinton, MA | Jul 2014 - May 2016 | 1 |
| Unemployed | East Greenwhich, RI | May 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2017 |
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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