Joshua Feller
Joshua Feller is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Boca Raton, FL, with 19 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
Firm Size
IM Fee
Assets Under Management
Location
1900 Glades Rd Ste 354, Boca Raton, FL, 33431
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2015Other Business ActivitiesSells Insurance
Joshua operates Feller Financial Services as a DBA for insurance and securities, dedicating nearly full-time hours. He also owns rental property and works as an independent insurance agent selling fixed insurance products, also dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations33 states
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.