Joshua Oller
Joshua Oller is a CFP-designated registered investment advisor at Summit Wealth Group, based in Ridgeland, MS, with 6 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 3,117 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Summit Wealth Group does not publish a specific tiered fee schedule for investment management in its regulatory filing. Fees are charged as an annual percentage of your portfolio, billed quarterly in advance, and are fully negotiable based on your advisor, the complexity of your situation, account composition, and total assets managed.
Location
271 Trace Colony Park Drive, Suite B, Ridgeland, MS, 39157
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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 is an Investment Advisor Representative (IAR) with Summit Wealth Group LLC, dedicating full-time hours to serving clients. He also provides fixed insurance advice as an insurance agent, spending minimal time on this activity, and owns ProTraj, LLC, a support company for receiving his financial advisory income, also requiring minimal time.
Employment History
Current Registrations
Summit Wealth Group
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations7 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.
Exams
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