Joshua Iversen

28 Years of Experience

Newport Beach, CA

1 Disclosure

Joshua Iversen is a registered investment advisor at Syzygy Financial LLC, based in Newport Beach, CA, with 28 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 12 clients with $780K in assets under management.

Syzygy Financial LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

1 advisor

IM Fee

Planning only

Assets Under Management

$776K

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

895 Dove Street, Suite 300, Newport Beach, CA, 92660

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History

Regulatory History (1)

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Customer Dispute

November 2011

Settled

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Syzygy Financial LLC

January 2011 - Present · 15 yrs 4 mos

Previous Registrations

Npb Financial Group, LLC

September 2010 - December 2015 · 5 yrs 3 mos

LPL Financial Corporation

December 1997 - September 2010 · 12 yrs 9 mos

State Registrations1 state

Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.

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