Joshua J. Britton
Professional summary
Joshua John Britton is a registered financial advisor currently at FINANCIAL PARTNERS GROUP, INC. located in Overland Park, Kansas.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Joshua has worked at 6 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joshua John Britton's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 29, 2017 - Present
FINANCIAL PARTNERS GROUP, INC.
Office #1: 10925 Antioch Road Suite 100, Overland Park, KS 66210December 3, 2014 - September 26, 2017
CAMBRIDGE INVESTMENT RESEARCH, INC.
January 27, 2014 - September 26, 2017
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
November 2, 2011 - February 9, 2012
FISHER INVESTMENTS
June 11, 2007 - January 5, 2011
FINANCIAL ENGINES ADVISOR CENTER, LLC
January 14, 2004 - April 18, 2005
WADDELL & REED
December 9, 2003 - April 18, 2005
WADDELL & REED
Primary Firm SEC Registration
FINANCIAL PARTNERS GROUP, INC.
CRD#: 288644 / SEC#: 801-111662
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/29/2017)
Exams
Current Firm
FINANCIAL PARTNERS GROUP, INC.
CRD#: 288644 / SEC#: 801-111662
Contact information
SEC notice filing (23 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,379 |
| AUM (Assets Under Management) | $ 973,306,348 |
Red Flags
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