JD
JD

Joshua Dove

2 Years of Experience
Grand Junction, CO
BrokerSells Insurance

Joshua Dove is a registered investment advisor, based in Grand Junction, CO, with 2 years of industry experience.

Location

2135 N 7th Street, Grand Junction, CO, 81501

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Joshua works as a registered representative/investment adviser representative for Investment Planning Solutions, dedicating about 80% of his time. He also owns Josh Dove CPA, LLC, providing tax preparation and planning services, taking about 10% of his time, and sells fixed insurance products a few hours per week. Joshua also owns Four D's LLC, managing and renting out investment properties, which takes minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2024 - Present · 1 yr 10 mos
Cetera Wealth Services, LLCBroker
September 2024 - Present · 1 yr 10 mos
Previous Registrations
Next Financial Group, INC.
November 2023 - September 2024 · 10 mos
Next Financial Group, INC.Broker
September 2023 - September 2024 · 1 yr
State Registrations5 states
AZCOMOTXUT
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.