JW
ChFC
JW
ChFC

Joshua Withers

22 Years of Experience
Virginia Beach, VA
BrokerSells Insurance

Joshua Withers is a ChFC-designated registered investment advisor, based in Virginia Beach, VA, with 22 years of industry experience.

Location

277 Bendix Rd., Ste. 500, Virginia Beach, VA, 23452

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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 ActivitiesSells Insurance

Joshua is an insurance agent for various independent insurance companies, dedicating a few hours per week. He is also affiliated with CIRA and Frieden Wealth Management, spending nearly full-time on these activities, and is an agent with The Frieden Agency, spending a few hours per week.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
August 2023 - Present · 3 yrs 1 mo
Cambridge Investment Research, INC.Broker
August 2023 - Present · 3 yrs 1 mo
Previous Registrations
Osaic Wealth, INC.
November 2018 - August 2023 · 4 yrs 9 mos
Osaic Wealth, INC.Broker
November 2018 - August 2023 · 4 yrs 9 mos
Signator Investors, INC.
July 2006 - November 2018 · 12 yrs 4 mos
Signator Investors, INC.Broker
August 2003 - November 2018 · 15 yrs 3 mos
State Registrations21 states
CACOCTFLGAIDILMAMDMINCOHORPASCSDTNTXUTVAWA
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.
Joshua Withers - Financial Advisor | TrueAdvisor