Joshua Saber
Joshua Saber is a registered investment advisor at Cetera Investment Advisers LLC, based in Valencia, CA, with 5 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
Firm Size
IM Fee
Assets Under Management
Location
27200 Tourney Road, Suite 250, Valencia, CA, 91335
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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 the CEO of Saber CPAs, where he prepares tax returns, compilations, and business planning for tax purposes, spending significantly more than full-time on this role. He also sells indexed annuities, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations12 states
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