Joshua Leblanc is a registered investment advisor, based in Beaumont, TX, with 3 years of industry experience.
Location
3440 Eastex Freeway, Beaumont, TX, 77703
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joshua is involved with the Texas Society of CPA's in various roles, including PAC Committee Member, Secretary, and Treasurer Elect, and is also affiliated with the Southeast Texas Chapter of TXCPA. He is also an affiliated advisor and managing member of EKC Advisors, PLLC, dedicating about half his time to wealth management services.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations3 states
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.