![Joshua Winger, financial advisor Dayton OH](/img/ws/profile-blank-sq.png)
Joshua Winger (CRD# 7571881) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Dayton, OH and has 1 year of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
![Michael Abbinante, financial advisor Dayton OH](/img/ws/profile-blank-sq.png)
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
![John Abbott, financial advisor Dayton OH](/img/ws/profile-blank-sq.png)
CRD# 2930449
Primerica Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Ae Wealth Management, LLC | Topeka, KS | Feb 2024 - Current | < 1 |
Russell Total Wealth & Wellness | Dayton, OH | May 2022 - Current | 2 |
Arkadios Wealth Advisors | Atlanta, GA | Sep 2023 - Mar 2024 | < 1 |
Arkadios Capital | Atlanta, GA | May 2023 - Mar 2024 | < 1 |
Student | Dayton, OH | Nov 2022 - May 2023 | < 1 |
Chick-fil-a Franchise | Centerville, OH | May 2021 - Nov 2022 | 1 |
Student | Dayton, OH | Aug 2019 - May 2021 | 1 |
Dayton Pool Management | Dayton, OH | May 2018 - Aug 2019 | 1 |
Student | Beavercreek, OH | Aug 2013 - May 2018 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- OH
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Total Assets Under Management27,083MILLIONS
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Total Number of Accounts277,294ACCOUNTS
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Average Account Value$97,668
- 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
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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