Joshua Mercurio
Joshua Mercurio is a registered investment advisor at Cetera Investment Advisers LLC, based in Waterloo, IA, with 11 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
816 Tower Park Dr, Waterloo, IA, 50701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Joshua is a partner and investment advisor representative at Financial Resource Advisors LLC, focusing on securities, advisory, and insurance services, dedicating full-time hours to this role. He also owns Mercurio Financial Inc, an S-Corp that owns units of Financial Resource Advisors LLC, and is a part owner of FRA Tower Park, LLC, a real estate venture involving office building ownership, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
State Registrations20 states
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