JO
JO

Joshua Oronce

6 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
780 clients
Average Client Portfolio
$264K average
Assets Under Management
$205.6M

Fee Structure

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Location

15520 Rockfield Blvd, Suite G, Irvine, CA, 92618

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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 ActivitiesSells Insurance

Joshua is involved in outside insurance sales since 2019, dedicating a few hours per week to this activity. He receives more than 10% annual compensation from this.

Employment History
Current Registrations
Wealth Teams Alliance
July 2021 - Present · 4 yrs 7 mos
Previous Registrations
Park Avenue Securities LLC
April 2019 - June 2020 · 1 yr 2 mos
Park Avenue Securities LLCBroker
April 2019 - June 2020 · 1 yr 2 mos
Transamerica Financial Advisors, INCBroker
September 2016 - November 2017 · 1 yr 2 mos
Transamerica Financial Advisors, INC.
August 2016 - November 2017 · 1 yr 3 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.