Joshua Gummo
Joshua Gummo is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Souderton, PA, 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
17 Penn Avenue, Souderton, PA, 18964
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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 works full-time as a financial planner for Everence, providing investment, financial planning, insurance (med-supp, fixed annuities, life insurance, long-term care insurance), and charitable planning services. He also does minimal data entry for his dad's construction company, is a committee member for Church Extension Ministries, and is an elder at Ebenezer Bible Fellowship Church.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations10 states
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