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Joshua Perger

10 Years of Experience
Canton, OH
Broker

Joshua Perger is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Canton, OH, with 10 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

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Location

4726 Hills and Dales Rd, Ste 201, Canton, OH, 44708

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
October 2022 - Present · 3 yrs 9 mos
Northwestern Mutual Investment Services, LLCBroker
October 2022 - Present · 3 yrs 9 mos
Previous Registrations
The Huntington Investment CompanyBroker
August 2018 - September 2022 · 4 yrs 1 mo
Huntington Financial Advisors
August 2018 - September 2022 · 4 yrs 1 mo
TD Ameritrade, INC.
February 2018 - July 2018 · 5 mos
TD Ameritrade Investment Management, LLC
February 2018 - July 2018 · 5 mos
TD Ameritrade, INC.Broker
February 2018 - July 2018 · 5 mos
Scottrade Investment Management
March 2017 - February 2018 · 11 mos
Scottrade, INC.Broker
October 2015 - February 2018 · 2 yrs 4 mos
State Registrations11 states
AZFLINKYMINCNVOHPAUTWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Joshua Perger - Financial Advisor | TrueAdvisor