Joshua
Chamblin
Grove Point Advisors, LLC
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About this Advisor
Joshua Chamblin is a financial advisor based in Decatur, Illinois, working with Grove Point Advisors, LLC. Joshua has previously held positions at Wells Fargo Clearing Services, LLC, Ipi Wealth Management, Inc, Leevac Shipyards Dba Workforce One, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, First Mid Bank & Trust, Decatur Municipal Band/City Of Decatur, Il, Grove Point Investments LLC, Grove Point Advisors LLC, and Millikin University. Joshua has passed the Series 66 regulatory exam and is registered to provide services in Illinois and Texas. Currently, Joshua is part of Grove Point Advisors, LLC, which operates out of Decatur, Illinois. The firm has 224 offices and 420 employees. The firm manages assets totaling $2.4 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 Grove Point Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Grove Point Advisors, LLC Brokerage Details
$2,359,870,084
420
9,920
$237,890
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
Joshua Chamblin Work History
Grove Point Investments LLC
Grove Point Advisors LLC
Millikin University
Decatur Municipal Band/City Of Decatur, Il
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
First Mid Bank & Trust
Wells Fargo Clearing Services, LLC
Ipi Wealth Management, Inc
Leevac Shipyards Dba Workforce One
Disclosures
Please visit the SEC profile of Joshua Chamblin 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 Grove Point Advisors, LLC
Victor, NY
Rockville, MD
Radnor, PA
Trenton, NJ
Delmar, DE
Rockville, MD
Decatur, IL
Dover, PA
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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