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Joshua Rose

21 Years of Experience
Twin Falls, ID
Broker

Joshua Rose is a registered investment advisor at Cetera Investment Advisers LLC, based in Twin Falls, ID, with 21 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

906 Blue Lakes Blvd N, Twin Falls, ID, 83301

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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 owns residential rental property at the same location as his registered address. He spends a few hours per week on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2014 - Present · 12 yrs 4 mos
Cetera Investment Services LLCBroker
January 2013 - Present · 13 yrs 4 mos
Previous Registrations
Cetera Investment Services LLC
January 2013 - January 2014 · 1 yr
Wells Fargo Advisors, LLC
January 2011 - February 2013 · 2 yrs 1 mo
Wells Fargo Advisors, LLCBroker
January 2011 - February 2013 · 2 yrs 1 mo
Wells Fargo Investments, LLC
September 2004 - January 2011 · 6 yrs 4 mos
Wells Fargo Investments, LLCBroker
August 2004 - January 2011 · 6 yrs 5 mos
State Registrations11 states
AZCACOIDNENVORSCTXUTWA
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.