Joshua Bennett (CRD# 6106376) is an Investment Advisor Representative working at Vincere Wealth Management, LLC in Indianapolis, IN and has over 11 years of experience in the finance industry. Joshua Bennett 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# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vincere Tax, LLC | Indianapolis, IN | Dec 2020 - Current | 3 |
| Vincere Wealth Management, LLC | Indianapolis, IN | Jan 2018 - Current | 6 |
| Man Man Ventures LLC | San Francisco, CA | Apr 2012 - Current | 12 |
| Centsibly Inc. | Indianapolis, IN | Feb 2021 - Jul 2022 | 1 |
| Surepath Wealth Management, LLC | Redwood City, CA | Aug 2018 - Feb 2019 | < 1 |
| Brewer Consulting | Austin, TX | Jun 2018 - Feb 2019 | < 1 |
| Polaris Greystone Financial Group, LLC | San Rafael, CA | Mar 2017 - Dec 2017 | < 1 |
| Charles Schwab Bank | Corte Madera, CA | Aug 2013 - Mar 2017 | 3 |
| Charles Schwab & Company, Inc. | Corte Madera, CA | Aug 2012 - Mar 2017 | 4 |
| Getaround | San Francisco, CA | May 2015 - Oct 2015 | < 1 |
| Uber | San Francisco, CA | Mar 2015 - Oct 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2013 |
- IN
- MN
- MT
- TX
- UT
- WA
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Total Assets Under Management62MILLIONS
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Total Number of Accounts731ACCOUNTS
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Average Account Value$84,832
- 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)
AR, CA, CO, FL, GA, IL, IN, LA, MA, MN, MO, MT, NE, NH, NY, OH, OR, PA, TX, UT, WA
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