Joshua Linton
Joshua Linton is a registered investment advisor at Cetera Investment Advisers LLC, based in Augusta, GA, with 17 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
147 Davis Road Ste B, Augusta, GA, 30909
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joshua owns a rental property, spending minimal time on it. He also works full-time as an insurance agent with Avantax Insurance Agency and/or Avantax Insurance Services, and is an organizer for JLMK LLC DBA Noble Oak Financial, providing financial and insurance planning services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Wells Fargo Advisors, LLCBroker
State Registrations7 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.