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Joshua Kirby

5 Years of Experience
Peoria, IL
BrokerSells Insurance

Joshua Kirby is a registered investment advisor, based in Peoria, IL, with 5 years of industry experience.

Location

311 SW Water Street, Suite 210, Peoria, IL, 61602

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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 a registered representative at Guardian Wealth Management, Inc., dedicating significantly more than full-time hours to wealth management and financial planning. He also works as an agent selling fixed and traditional insurance products for two other businesses, spending minimal time on these activities.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
January 2023 - Present · 3 yrs 4 mos
Guardian Wealth Management INC.
July 2020 - Present · 5 yrs 10 mos
State Registrations9 states
AZCAFLILINKSMOTNTX
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 Kirby - Financial Advisor | TrueAdvisor