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Managing Partner/investment Adviser Representative · Anchor & Oak Wealth Advisors, LLC

Joshua J. Joiner

CRD 5561257 · Named on Form ADV at one SEC-registered adviser

At a glance

Anchor & Oak Wealth Advisors, LLC, an SEC-registered asset manager based in Marco Island, FL with $0 in regulatory assets, lists Joshua J. Joiner on its Form ADV as Managing Partner/investment Adviser Representative, a control person.

Firms and roles

AtlasMembers

Joshua’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Richard FreyChief Compliance Officer, Managing Member, Anchor & Oak Wealth Advisors, LLC
  • Mark P. CollinsworthPortfolio Manager/investment Adviser Representative, Anchor & Oak Wealth Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joshua’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.