Joshua Wilson is a registered investment advisor, based in Robstown, TX, with 21 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold.
Location
15946 Northwest Blvd., Robstown, TX, 78380
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2018Denied
Other Business Activities
Joshua owns and operates an agriculture/farming business, keeping bees and raising livestock. He also owns a real estate holding company and is an officer of a support company, dedicating minimal time to each of these ventures, and works as a financial advisor for Laguna Wealth Services.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2022 - Present · 3 yrs 10 mos
Raymond James Financial Services, INC.Broker
December 2022 - Present · 3 yrs 10 mos
Previous Registrations
Edward Jones
February 2007 - October 2022 · 15 yrs 8 mos
Edward JonesBroker
October 2004 - October 2022 · 18 yrs
State Registrations7 states
ARCOINMNOKTXVA
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.