Joshua Barwick is a CFP-designated registered investment advisor, based in Benson, NC, with 13 years of industry experience.
Location
168 Annette Dr., Benson, NC, 27504
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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 a Regional VP at State Employees' Credit Union, supervising financial services. He is also an agent for SECU Life Insurance Company and a Trust Rep for Members Trust Company, dedicating minimal time to the latter.
Employment History
Current Registrations
Credit Union Investment Services
Secu Brokerage ServicesBroker
State Registrations1 state
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