Joshua D. Duvall
Professional summary
Joshua Dale Kelley Duvall, CFP®, who also goes by Josh Dale Kelley Duvall, Joshua Dale Duvall, is a registered financial advisor currently at JOSHUA DUVALL FINANCIAL PLANNING & ACCOUNTING, LLC located in Tabernacle, New Jersey.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Joshua has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Dale Kelley Duvall's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2014
Experience
April 18, 2017 - Present
JOSHUA DUVALL FINANCIAL PLANNING & ACCOUNTING, LLC
April 24, 2015 - September 20, 2016
ANDREW GARRETT INC.
January 29, 2015 - September 19, 2016
CORDASCO FINANCIAL NETWORK, INC.
July 2, 2013 - December 9, 2013
LPL FINANCIAL LLC
June 13, 2013 - December 9, 2013
LPL FINANCIAL LLC
February 3, 2012 - June 7, 2013
NYLIFE SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/18/2017)
Exams
Current Firm
JOSHUA DUVALL FINANCIAL PLANNING & ACCOUNTING, LLC
CRD#: 287940 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 204 |
| AUM (Assets Under Management) | $ 19,901,374 |
Red Flags
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