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Joshua R Tomeoni

Joshua R. Tomeoni

NARRATIVE FINANCIAL GROUP
WASHOUGAL, WA
Some features on this profile are disabled
CRD#: 5966153
Joshua R Tomeoni

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.
The advisor shows no other business activity.

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

BD
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

BD
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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/6/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/24/2011
General Securities Representative Examination

Current Firm

NF
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)
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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
1

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.

Company Information

NARRATIVE FINANCIAL GROUP

CRD#: 333936Washougal, WA

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