Joshua
Roberds
Fairhaven Financial Advisory Corporation
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About this Advisor
Joshua Roberds is a financial advisor based in East Lansing, Michigan, working with Fairhaven Financial Advisory Corporation. Joshua has previously held positions at Fairhaven Financial Advisory Corporation, Extend Your Reach, Munters Corporation, and Royal Technologies. Joshua has passed the Series 65 regulatory exam and is registered to provide services in Michigan. Currently, Joshua is part of Fairhaven Financial Advisory Corporation, which operates out of East Lansing, Michigan. The firm has 7 employees and manages assets totaling $273.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Fairhaven Financial Advisory Corporation includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fairhaven Financial Advisory Corporation Brokerage Details
$273,167,064
7
994
$274,816
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Joshua Roberds Work History
Fairhaven Financial Advisory Corporation
Extend Your Reach
Munters Corporation
Royal Technologies
Disclosures
Please visit the SEC profile of Joshua Roberds 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 Fairhaven Financial Advisory Corporation
East Lansing, MI
East Lansing, MI
East Lansing, MI
East Lansing, MI
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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