Josiah Robbins is a CFP-designated registered investment advisor, based in Lexington, KY, with 3 years of industry experience.
Location
2333 Alexandria Drive, Lexington, KY, 40504
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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
Josiah is a Tax + Wealth Associate at McDaniel Wealth Management, PLLC, spending full-time hours on tax preparation, accounting services, and assisting financial advisors. He also works as an agent for Avantax Insurance Agency and/or Avantax Insurance Services, dedicating a few hours per week to insurance sales.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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