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Joshua Masters

10 Years of Experience
Fort Smith, AR
Broker

Joshua Masters is a registered investment advisor at Cetera Investment Advisers LLC, based in Fort Smith, AR, 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 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

3101 South 70th Street, Fort Smith, AR, 72903

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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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Other Business Activities

Joshua is a member of Compass Properties of Fort Smith, LLC, a real estate holding company, and a referring advisor for Landmark Financial, LLC. He is also a CPA member/owner at Landmark PLC, dedicating nearly full-time hours to providing public accounting services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
June 2016 - October 2019 · 3 yrs 4 mos
1st Global Capital CORP.Broker
January 2016 - October 2019 · 3 yrs 9 mos
State Registrations2 states
AROK
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 Masters - Financial Advisor | TrueAdvisor