Joshua West
Joshua West is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Suffolk, VA, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5859 Harbour View Blvd, Suite 201, Suffolk, VA, 23435
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joshua is a life insurance agent since 2013, dedicating a few hours per week to this activity. He is also the sole managing member of Hampton Roads Financial, LLC, a support company, and acts as a trustee, dedicating minimal time to each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Crestar Securities CorporationBroker
State Registrations26 states
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