Joshua Randolph Harrell
CFP®Professional Summary
Joshua Randolph Harrell, CFP® is a registered financial advisor currently at BALANCED WEALTH GROUP LLC located in Westlake, Ohio. Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Joshua has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Investment Management
- Retirement Planning
- Financial Planning
- Risk Management & Insurance
- Education Funding
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
facebook.com/xxxxxx
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
15 years in the financial services industry
Current & Past Employments
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Current Firm
BALANCED WEALTH GROUP LLC
Contact Information
Main Address
1991 Crocker Road Suite 300, Westlake, OH 44145Phone Number
(440) 871-6501# of Employees
12SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,588AUM (Assets Under Management)
$494,073,639Similar Advisors
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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.
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Primary Firm SEC Registration
BALANCED WEALTH GROUP LLC
State Registrations and Notice Filings
(11/2/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Joshua Randolph Harrell's CRS (Customer Relationship Summary).
Services Offered by Joshua
- Investment Management
- Retirement Planning
- Financial Planning
- Risk Management & Insurance
- Education Funding
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KEY INVESTMENT SERVICES LLC
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