Joshua R. Tomeoni

NARRATIVE FINANCIAL GROUP

WASHOUGAL, WA

Some features on this profile are disabled

CRD#: 5966153

Professional summary

Joshua R Tomeoni, CFP®, ChFC®, CLU® is a registered financial advisor currently at NARRATIVE FINANCIAL GROUP located in Washougal, Washington.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Joshua has worked at 3 firms and has passed the Series 66, SIE and Series 7 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.

NAME: THE DERELICT LLC INV REL: N ADD: 2395 N S ST WASHOUGAL WA 98671 NATURE: ENTERTAINMENT POSITION: OWNER START DATE: 11/20/2023 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 2 DUTIES: HANDLE ALL DAY TO DAY OPERATIONS OF ENTERTAINMENT COMPANY. NOT INSURANCE, INVESTMENT OR SECURITIES RELATED AT ALL.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua R Tomeoni'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®

CFP^®

Certified Financial Planner

Start date: 2012

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

March 12, 2025 - Present

NARRATIVE FINANCIAL GROUP

RIA

CRD#: 333936

WASHOUGAL, WA

Past

March 19, 2020 - February 4, 2025

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Washougal, WA

Past

October 7, 2019 - February 4, 2025

MML INVESTORS SERVICES, LLC

CRD#: 10409

Washougal, WA

Past

February 13, 2012 - September 26, 2019

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

LAKE OSWEGO, OR

Past

September 26, 2011 - September 26, 2019

PARK AVENUE SECURITIES LLC

CRD#: 46173

LAKE OSWEGO, OR

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

California
(3/28/2025)

IAR

Oregon
(3/26/2025)

IAR

Washington
(3/12/2025)

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

State Security Law Exam

IAR

Series 66

Date: 1/6/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/24/2011

General Securities Representative Examination

Current Firm

NARRATIVE FINANCIAL GROUP

NARRATIVE FINANCIAL GROUP | NFG, NARRATIVE FINANCIAL, NARRATIVE | NARRATIVE FINANCIAL GROUP LLC

CRD#: 333936 / SEC#:

California

Registered Investment Advisory firm - (3/28/2025 Approved)

Oregon

Registered Investment Advisory firm - (3/26/2025 Approved)

Washington

Registered Investment Advisory firm - (3/12/2025 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Washougal, WA

Mailing Address

Po Box 628, Washougal, WA 98671

Phone number

(503) 343-5467

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Joshua R. Tomeoni

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua R Tomeoni's CRS (Customer Relationship Summary).

Certified licenses

Experience

NARRATIVE FINANCIAL GROUP

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/6/2012

SIE

Date: 10/1/2018

Series 7

Date: 9/24/2011

Current Firm

NARRATIVE FINANCIAL GROUP

Contact information

Documents

Red Flags

Company Information

NARRATIVE FINANCIAL GROUP

TRUST BUT VERIFY

Similar Advisors