Joshua Pick (CRD# 3277708) is an Investment Advisor Representative working at Aptus Wealth Management, LLC in Lewis Center, OH and has over 11 years of experience in the finance industry.
CRD# 5590975
Concordia Wealth Planning, LLC
CRD# 706698
Independent Financial Partners
CRD# 2716981
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Aptus Wealth Management, LLC | Lewis Center, OH | Sep 2016 - Current | 7 |
Doublet Capital Management | Lewis Center, OH | Oct 2013 - Current | 10 |
Aptus Marketing | Lewis Center, OH | Jan 2013 - Current | 11 |
Annuity Marketing Group | Colubus, OH | Jun 2003 - Current | 20 |
Aptus Tax Avisory Group | Lewis Center, OH | Jan 2008 - Jan 2020 | 12 |
Maloney Securities | Myrtle Beach, SC | Mar 2010 - Sep 2016 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2013 |
- NC
- OH
- TX
-
Total Assets Under Management90MILLIONS
-
Total Number of Accounts576ACCOUNTS
-
Average Account Value$156,606
- 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
- Selection of other advisers (including private fund managers)
FL, NC, OH, TX
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