Joshua Fadel is a registered investment advisor, based in Phoenix, AZ, with 14 years of industry experience.
Location
148 N. 48th Street, Phoenix, AZ, 85034
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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 is an officer (Vice President) at Desert Financial Federal Credit Union, dedicating about half his time to this role. He also holds an executive leadership role at Desert Financial Wealth Services, LLC, which offers insurance products, and is a partner in Eloha Holdings LLC (rental real estate) and an advisory board member for Wealth Cabinet Financial Technology, LLC.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations2 states
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