Joshua Betts is a registered investment advisor, based in Miami Lakes, FL, with 3 years of industry experience.
Location
15500 New Barn Road, Suite 201, Miami Lakes, FL, 33014
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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 works full-time as a financial consultant for Florida Financial Advisors and as a registered representative for Trinity Wealth Securities, LLC. He also dedicates a few hours per week to fixed insurance sales for Florida Financial Advisors.
Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
Florida Financial Advisors, LLC
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.