Joshua Carpenter
Joshua Carpenter is a registered investment advisor at Bridgewealth Advisory Group, LLC, based in Fresno, CA, with 25 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, Retirement Planning, and 1 more. Their firm serves 1,899 clients with $740M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bridgewealth Advisory Group offers investment management through a wrap fee program. Financial planning is included with the wrap account program and is not charged separately.
Location
986 West Alluvial Ave, Suite 101, Fresno, CA, 93711
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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.
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Joshua is a partner at Bridgewealth Advisory Group, LLC, spending nearly full-time on financial planning. He also manages the office building purchase through Bridgewealth Investment Properties, LLC, and performs minimal managerial duties for RDJ Sales, LLC.
Employment History
Current Registrations
Bridgewealth Advisory Group, LLC
Apw Capital, INC.Broker
Previous Registrations
Rb Capital Management, LLC
Sloan Investment Advisors LLC
Rb Capital Management, LLC
Sloan Securities CORP.Broker
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations1 state
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.