Joshua Robinson (CRD# 6473876) is an Investment Advisor Representative working at West Ridge Advisors in Gilbert, AZ and has over 2 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| West Ridge Advisors | Gilbert, AZ | Sep 2021 - Current | 2 |
| Ace Workforce Technologies | Chandler, AZ | May 2018 - Aug 2021 | 3 |
| Findlay Middle School | North Las Vegas, NV | Aug 2016 - May 2018 | 1 |
| Teach For America | Phoenix, AZ | Jun 2016 - Jul 2016 | < 1 |
| Brigham Young University | Provo, UT | Sep 2013 - May 2016 | 2 |
| Brigham Young University | Provo, UT | Sep 2013 - May 2016 | 2 |
| Utah Governor's Office | Salt Lake City, UT | May 2015 - Aug 2015 | < 1 |
| Century Link | Gilbert, AZ | May 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- AZ
-
Total Assets Under Management189MILLIONS
-
Total Number of Accounts690ACCOUNTS
-
Average Account Value$273,297
- 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)
- Educational seminars/workshops
AZ, CA, NV, UT
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