Joshua
Branham
Savvy
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About this Advisor
Joshua Branham is a financial advisor based in Nicholasville, Kentucky, working with Savvy. Joshua has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Northwestern Mutual, Total Quality Logistics, University Of Kentucky, Bank Of America, N.A, Ameriprise Financial Services LLC, Paragon Private Wealth Management, and Savvy. Joshua has passed the Series 66 regulatory exam and is registered to provide services in Kentucky. Currently, Joshua is part of Savvy, which operates out of Nicholasville, Kentucky. The firm has 10 offices and 12 employees. The firm manages assets totaling $401.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Savvy includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Savvy Brokerage Details
$401,296,753
12
1,218
$329,472
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Joshua Branham Work History
Savvy
Paragon Private Wealth Management
Ameriprise Financial Services LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Northwestern Mutual
Total Quality Logistics
University Of Kentucky
Disclosures
Please visit the SEC profile of Joshua Branham 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 Savvy
West Chester, PA
New York, NY
Charlotte, NC
Bellingham, WA
Del Mar, CA
Edgewood, KY
Sergeant Bluff, IA
New York, NY
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