Josiah
Ball

Western International Securities, Inc

CRD#7001145
Investment Advisor
in Northridge, CA

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About this Advisor

Josiah Ball is a financial advisor based in Northridge, California, working with Western International Securities, Inc. Josiah has previously held positions at Independent Capital Management, Sagepoint Financial, Inc, Liberty University, Durham School Services, Cajon Valley Union School District, The Salvation Army, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, and Western International Securities, Inc. Josiah has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Josiah is part of Western International Securities, Inc, which operates out of Northridge, California. The firm has 87 offices and 461 employees. The firm manages assets totaling $3.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Western International Securities, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9301 Corbin Ave. Ste. 1800
Northridge, CA 91324

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Western International Securities, Inc Brokerage Details

Total Assets Under Management

$3,687,422,987

CA Average: $7,578,581,321
Total Number of Employees

461

CA Average: 43
Total Number of Accounts

12,197

CA Average: 3,727
Average Account Size

$302,322

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Josiah Ball Work History

2022 - Present (2 years)

Western International Securities, Inc

2019 - 2022 (3 years)

Cambridge Investment Research, Inc

2019 - 2022 (3 years)

Cambridge Investment Research Advisors, Inc

2018 - 2019 (1 year)

Independent Capital Management

2018 - 2019 (1 year)

Sagepoint Financial, Inc

2015 - 2018 (3 years)

Liberty University

2014 - 2014 (< 1 year)

Cajon Valley Union School District

2014 - 2018 (4 years)

The Salvation Army

2013 - 2014 (1 year)

Durham School Services

Disclosures

Please visit the SEC profile of Josiah Ball to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Western International Securities

Risa Scott-Smith
Santa Rosa, CA
Gilbert Good
Westlake Village, CA
Dylan Johnson
Newport Beach, CA
Patrick Mcgrath
Uniondale, NY
Kimberley Last
Grand Junction, CO
Robert Powell
Pasadena, CA
Isela Ortega-Wu
Pasadena, CA
Albert Pette
Pasadena, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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