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JC

Joshua A. Cumrine

RPC WEALTH
Loveland, CO 80537
Some features on this profile are disabled
CRD#: 5387098
JC

Professional summary

Joshua Adam Cumrine is a registered financial advisor currently at RPC WEALTH, LLC located in Loveland, Colorado.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Joshua has worked at 4 firms and has passed the Series 65 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Adam Cumrine's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 18, 2015 - Present

RPC WEALTH, LLC

Office #1: 700 W. Eisenhower Blvd Suite 130, Loveland, CO 80537
RIA
CRD#: 221532
Loveland, CO
Past

May 1, 2014 - June 29, 2015

BROOKSTONE WEALTH ADVISORS, LLC

RIA
CRD#: 137658
LOVELAND, CO
Past

October 12, 2012 - May 1, 2014

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA
CRD#: 132070
JOHNSTOWN, CO
Past

August 8, 2007 - January 28, 2009

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
BOULDER, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Colorado
(6/18/2015)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/10/2012
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6
Date: 8/7/2007
Investment Company Products/Variable Contracts Representative Examination

Current Firm

RW
RPC WEALTH, LLC
CUMRINE WEALTH MANAGEMENT, LLC | RPC WEALTH, LLC

CRD#: 221532 / SEC#:

Colorado
Registered Investment Advisory firm - (6/18/2015 Approved)
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Contact information

Main Address
700 W. Eisenhower Blvd Suite 130, Loveland, CO 80537
Mailing Address
Phone number
(970) 663-3211
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts561
AUM (Assets Under Management)$ 55,517,404

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

RPC WEALTH, LLC

CRD#: 221532Loveland, CO 80537

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