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Joshua Rayhons

25 Years of Experience
Gilbert, AZ
2 DisclosuresBrokerSells Insurance

Joshua Rayhons is a registered investment advisor at Cetera Investment Advisers LLC, based in Gilbert, AZ, with 25 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

313 N Gilbert Rd, Suite 200, Gilbert, AZ, 85234

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History

Regulatory History (2)
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Customer Dispute
January 2024
Settled
Regulatory
March 2010
Final
Other Business ActivitiesSells Insurance

Joshua owns rental property, is an independent insurance agent selling fixed insurance products, and is involved with the Gilbert Chamber of Commerce, Dignity Health Foundation, and Gilbert Talks, LLC. He also owns Joshua Development, LLC, a management consulting firm, and operates Rayhons Financial Solutions and Kanik Financial, Inc. as DBAs for financial and insurance services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
February 2007 - June 2021 · 14 yrs 4 mos
Voya Financial Advisors, INC.Broker
January 2004 - June 2021 · 17 yrs 5 mos
World Group Securities, INC.Broker
April 2002 - September 2003 · 1 yr 5 mos
Wma Securities, INC.Broker
March 2000 - April 2002 · 2 yrs 1 mo
State Registrations37 states
ALARAZCACOCTDCFLGAHIIAIDILINKSLAMEMIMNMOMTNCNDNENHNJNMNVNYOHORPATXUTVAWAWI
AdvisorBrokerBoth

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.