Joshua Coward
Joshua Coward is a registered investment advisor at VALIC Financial Advisors, INC., based in North Charleston, SC, with 11 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
- Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
- The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
Location
4000 S. Faber Place Drive, Suite 300, North Charleston, SC, 29405
Get directionsHistory
Regulatory History (1)
Financial
January 2017Other Business ActivitiesSells Insurance
Joshua is an agent for AGIA selling non-securities insurance products, dedicating a few hours per week. He is also a notary public in South Carolina, providing free services and dedicating minimal time to this activity.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations5 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.