Joshua Hayes (CRD# 2537937) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in Hudson, CO and has over 28 years of experience in the finance industry. Joshua Hayes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6818104
Winding Trail Financial Planning, LLC
CRD# 2520368
Ubs Financial Services Inc.
CRD# 4675577
Syntrinsic LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Benjamin F Edwards | Hudson, CO | Jan 2019 - Current | 5 |
Waddell & Reed Inc. | Fort Collins, CO | Aug 2017 - Dec 2018 | 1 |
Various Insurance Carriers For W&r Insurance Agencies | Hudson, CO | Aug 2017 - Dec 2018 | 1 |
Foreside Fund Services, LLC | Hudson, CO | Jan 2017 - Sep 2017 | < 1 |
Wbi Investments Inc. | Hudson, CO | May 2016 - Sep 2017 | 1 |
Quasar Distributors, LLC | Milwaukee, WI | May 2016 - Dec 2016 | < 1 |
World Equity Group | Hudson, CO | Mar 2015 - May 2016 | 1 |
Self Employed, The Bd Listing | Hudson, CO | Mar 2013 - May 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1995 |
- CO
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Total Assets Under Management13,158MILLIONS
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Total Number of Accounts44,978ACCOUNTS
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Average Account Value$292,552
- 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
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, VI, VT, WA, WI, WV, WY
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