Joshua Szyman, financial advisor Camp Verde AZ

Joshua Szyman

CRD Number: 6385194
Current Firm: Independent Financial Group, LLC

Joshua Szyman (CRD# 6385194) is an Investment Advisor Representative working at Independent Financial Group, LLC in Camp Verde, AZ and has over 4 years of experience in the finance industry.

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Independent Financial Group, LLC
Company Name Location Dates Years
Independent Financial Group Camp Verde, AZ Aug 2015 - Current 4
Taylor & Huntley Financial Group Camp Verde, AZ Sep 2014 - Current 5
Street Delivery.com Flagstaff, AZ Aug 2012 - Jun 2015 2
Jimmy Johns Tempe, AZ May 2012 - Aug 2012 < 1
School Tempe, AZ Aug 2010 - May 2012 1
Harlem Thentres Tempe, AZ Mar 2011 - Mar 2012 1
Youth With A Mission Pertla, Jan 2010 - Jun 2010 < 1
Spirit Seller Liquors Hudson, WI Jun 2009 - Dec 2009 < 1
Hudson High School Hudson, WI Aug 2005 - Jun 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2015
Contact Info for Joshua L. Szyman
Phone Number: 858-436-3180
Firm Website: https://www.ifgsd.com
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    2,935
    MILLIONS
  • Total Number of Accounts
    15,620
    ACCOUNTS
  • Average Account Value
    $187,915
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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