Joshua Hall (CRD# 6272942) is an Investment Advisor Representative working at The Clarus Group in Houston, TX and has over 8 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kingswood Capital Parnters, LLC | San Diego, CA | Jan 2021 - Current | 3 |
| The Clarus Group, Inc. D/b/a Clarus Wealth Group | Winnie, TX | Sep 2020 - Current | 3 |
| Raymond James Financial Services Advisors, Inc. | Houston, TX | Aug 2020 - Oct 2020 | < 1 |
| Raymond James Financial Services, Inc. | Houston, TX | Aug 2020 - Oct 2020 | < 1 |
| Unemployed | Houston, TX | Mar 2020 - Aug 2020 | < 1 |
| Sentinel Trust Company | Houston, TX | Nov 2018 - Mar 2020 | 1 |
| Wells Fargo Clearing Services, LLC | Houston, TX | Nov 2016 - Nov 2018 | 2 |
| Wells Fargo Advisors, LLC | Houston, TX | Jan 2016 - Nov 2016 | < 1 |
| Credit Suisse Securities (usa) LLC | Houston, TX | Sep 2015 - Jan 2016 | < 1 |
| Douglas Dawson | Houston, TX | Aug 2015 - Aug 2015 | < 1 |
| Northwestern Mutual Investment Services LLC | Houston, TX | Aug 2015 - Aug 2015 | < 1 |
| Douglas Dawson | Houston, TX | Aug 2015 - Aug 2015 | < 1 |
| Northwestern Mutual Investment Services LLC | The Woodlands, TX | Oct 2014 - Aug 2015 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Dec 2013 - Aug 2015 | 1 |
| Northwestern Mutual Life Insurance Company | Houston, TX | Dec 2013 - Jun 2015 | 1 |
| Northwestern Mutual Investment Services LLC | The Woodlands, TX | Nov 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2017 |
- TX
-
Total Assets Under Management798MILLIONS
-
Total Number of Accounts1,680ACCOUNTS
-
Average Account Value$474,981
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, FL, LA, OK, TX
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