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Joshua Skivington

29 Years of Experience
Palm Beach, FL
Broker

Joshua Skivington is a registered investment advisor at Raymond James & Associates, INC., based in Palm Beach, FL, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

250 Royal Palm Way, Suite 200, Palm Beach, FL, 33480

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Joshua oversees long-term Skivington family investments as a manager at Skivington Investments LLC, dedicating minimal time. He also serves as a trustee/successor trustee for the Raymond G Tronzo Trust and is a board member on the finance committee for Rosarian Academy.

Employment History
Current Registrations
Raymond James & Associates, INC.
September 2016 - Present · 9 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Deutsche Bank Securities INC.
March 2009 - September 2016 · 7 yrs 6 mos
Deutsche Bank Securities INC.Broker
March 2009 - September 2016 · 7 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 1996 - March 2009 · 12 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1996 - March 2009 · 12 yrs 9 mos
State Registrations29 states
ALCACOCTFLGAHIILINLAMAMDMEMIMSMTNCNHNJNMNVNYPASCTNTXVAVirgin IslandsWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Joshua Skivington - Financial Advisor | TrueAdvisor