Joshua Marcus (CRD# 7284959) is an Investment Advisor Representative working at Tidal Creek Capital Advisors in Bluffton, SC and has over 3 years of experience in the finance industry.
CRD# 2410852
Bull Street Advisors
CRD# 2361427
Cambridge Investment Research Advisors, Inc.
CRD# 5979110
Sound View Wealth Advisors Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Live Oak Management Group Llc (tidal Creek Capital Advisors) | Philadelphia, PA | Sep 2023 - Current | < 1 |
| Live Oak Management Group Llc (tidal Creek Capital Advisors) | Bluffton, SC | Aug 2020 - Aug 2023 | 3 |
| Auburn University | Auburn, AL | Aug 2018 - Sep 2020 | 2 |
| North Carolina State University | Raleigh, NC | Aug 2013 - Aug 2018 | 5 |
| North Carolina State University | Raleigh, NC | Nov 2016 - Apr 2017 | < 1 |
| Plants For Human Health Institute | Kannapolis, NC | May 2016 - Jul 2016 | < 1 |
| Statistical Analysis Systems (sas) | Cary, NC | May 2015 - Aug 2015 | < 1 |
| Statistical Analysis Systems (sas) | Cary, NC | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2020 |
- CA
- FL
- GA
- SC
- TX
- VA
-
Total Assets Under Management88MILLIONS
-
Total Number of Accounts154ACCOUNTS
-
Average Account Value$570,253
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, FL, GA, NC, NH, SC, TN, TX, VA
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