Joshua Braun (CRD# 6509327) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Diego, CA and has over 7 years of experience in the finance industry.
CRD# 4903966
Western Wealth Management LLC
CRD# 5727391
Oneamerica Securities, Inc.
CRD# 866572
Avantax Advisory Services
Company Name | Location | Dates | Years |
---|---|---|---|
Charles Schwab & Company, Inc. | San Diego, CA | Feb 2023 - Current | 1 |
Tdameritrade | San Diego, CA | Apr 2018 - Apr 2023 | 5 |
Bank Of America, N.a. | Indian Wells, CA | Apr 2016 - Apr 2018 | 2 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Indian Wells, CA | Jul 2013 - Apr 2018 | 4 |
Parking Company Of America | Indian Wells, CA | Jul 2015 - Dec 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2016 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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