Joshua Elmore (CRD# 6627985) is an Investment Advisor Representative working at Rise Financial Partners in Sarasota, FL and has over 8 years of experience in the finance industry. Joshua Elmore 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# 6120456
Sage Wealth Consulting, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 5983189
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rise Financial Partners LLC | St Petersburg, FL | Oct 2023 - Current | < 1 |
| Iht Wealth Management LLC | Chicago, IL | Apr 2021 - Oct 2023 | 2 |
| Wells Fargo Clearing Services, LLC | Naperville, IL | Nov 2016 - Apr 2021 | 4 |
| Wells Fargo Advisors, LLC | Naperville, IL | Mar 2016 - Nov 2016 | < 1 |
| Pnc Mortgage | Downers Grove, IL | Aug 2015 - Feb 2016 | < 1 |
| Staples Advantage | Lombard, IL | Jan 2015 - May 2015 | < 1 |
| Red Robin | Schaumburg, IL | Apr 2012 - Jan 2015 | 2 |
| Judson University | Elgin, IL | Aug 2010 - Dec 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- IL
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Total Assets Under Management37MILLIONS
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Total Number of Accounts311ACCOUNTS
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Average Account Value$120,127
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, IL
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