Joshua
Kaplan
Armstrong, Fleming & Moore, Inc
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About this Advisor
Joshua Kaplan is a financial advisor based in Washington, District of Columbia, working with Armstrong, Fleming & Moore, Inc. Joshua has previously held positions at Super Cleaners, Cabela's, Virginia Tech, Alpha Omega Wealth Management, Mariner Wealth Advisors, Wag, Armstrong, Fleming & Moore, Inc, Deep Run High School, Unemployed - Had Signed Contract With Afm, But Not Working Yet, and Commonwealth Financial Network. Joshua has passed the Series 63 regulatory exam and is registered to provide services in the District of Columbia, Maryland, and Virginia. Currently, Joshua is part of Armstrong, Fleming & Moore, Inc, which operates out of Washington, District of Columbia. The firm has 20 employees and manages assets totaling $1.0 billion. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and the publication of newsletters. The fee structure at Armstrong, Fleming & Moore, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Armstrong, Fleming & Moore, Inc Brokerage Details
$1,039,470,881
20
447
$2,325,438
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Joshua Kaplan Work History
Commonwealth Financial Network
Armstrong, Fleming & Moore, Inc
Commonwealth Financial Network
Unemployed - Had Signed Contract With Afm, But Not Working Yet
Mariner Wealth Advisors
Wag
Alpha Omega Wealth Management
Cabela'S
Virginia Tech
Super Cleaners
Deep Run High School
Disclosures
Please visit the SEC profile of Joshua Kaplan 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 Armstrong, Fleming & Moore, Inc
Washington, DC
Washington, DC
Washington, DC
Washington, DC
Washington, DC
Washington, DC
Washington, DC
Washington, DC
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