Joshua D. Vinson

11 FINANCIAL

Sunny Isles Beach, FL

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CRD#: 6948802

Professional summary

Joshua Deron Vinson is a registered financial advisor currently at 11 FINANCIAL located in Sunny Isles Beach, Florida.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Joshua has worked at 2 firms and has passed the Series 65 exam.

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.

(1)11 Financial, Lufkin, Texas; investment-related; investment advisory firm; investment adviser rep; start date: May 2018; I devote 12 hours per month; 4 hours during securities trading hours. Provides investment advisory services. (2)One Infusion Pharmacy LLC, Miramar, Florida, not investment-related; Pharmacy; start date: August 2021; I devote 120 hours per month; 80 hours during securities trading hours; I am the Sr Director of Clinical Pharmacy and Quality as well as acting Director of Pharmacy. I oversee the clinical pharmacy program and oversee all pharmacy operations.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Deron Vinson's CRS (Customer Relationship Summary).

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

January 28, 2025 - Present

11 FINANCIAL

RIA

CRD#: 174569

Sunny Isles Beach, FL

Past

July 25, 2022 - April 18, 2024

ENVOY ADVISORY INC.

RIA

CRD#: 306559

Sunny Isles Beach, FL

Past

May 10, 2018 - December 31, 2024

11 FINANCIAL

RIA

CRD#: 174569

Miramar, FL

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

Florida
(2/12/2025)

IAR

Texas
(1/28/2025)

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 65

Date: 3/19/2018

Uniform Investment Adviser Law Examination

Current Firm

11 FINANCIAL

CRD#: 174569 / SEC#: 801-129130

RIA

Registered Investment Advisory firm - (7/1/2025 Terminated)

Alabama

Registered Investment Advisory firm - (5/7/2025 Approved)

Florida

Registered Investment Advisory firm - (6/26/2025 Approved)

Louisiana

Registered Investment Advisory firm - (1/28/2025 Approved)

Texas

Registered Investment Advisory firm - (2/11/2025 Approved)

Virginia

Registered Investment Advisory firm - (7/1/2025 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

504 S First St., Lufkin, TX 75901

Mailing Address

Phone number

(936) 899-5629

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	175
AUM (Assets Under Management)	$ 24,014,190

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.

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Joshua D. Vinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Deron Vinson's CRS (Customer Relationship Summary).

Certified licenses

Experience

11 FINANCIAL

ENVOY ADVISORY INC.

11 FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 3/19/2018

Current Firm

11 FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

11 FINANCIAL

TRUST BUT VERIFY

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