Joshua Baxa (CRD# 7540995) is an Investment Advisor Representative working at Permcap Investment Office in Charleston, SC and has 1 year of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Permanens Capital LP | Charleston, SC | Mar 2023 - Current | 1 |
Northwestern Mutual Investment Services LLC | Columbia, SC | Jun 2022 - Mar 2023 | < 1 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | May 2022 - Mar 2023 | < 1 |
Unemployed | Columbia, SC | Jan 2022 - May 2022 | < 1 |
Forest Lakes Club | Columbia, SC | Jun 2021 - Dec 2021 | < 1 |
Gild Group | Charleston, SC | May 2021 - Aug 2021 | < 1 |
Unemployed | Columbia, SC | Mar 2018 - May 2021 | 3 |
Publix | Columbia, SC | Jan 2018 - Feb 2018 | < 1 |
Publix | Easley, SC | Jan 2017 - Jan 2018 | 1 |
Unemployed | Easley, SC | Jul 2012 - Jan 2018 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- NY
- SC
-
Total Assets Under Management4,463MILLIONS
-
Total Number of Accounts42ACCOUNTS
-
Average Account Value$106,259,106
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CO, DE, NH, NY, SC, TX, VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.