Joshua
Hovda
Lakeridge Wealth Management LLC
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About this Advisor
Joshua Hovda is a financial advisor based in Albuquerque, New Mexico, working with Lakeridge Wealth Management LLC. Joshua has previously held positions at Wealth Management Group, Cetera Advisor Networks LLC, Lakeridge Wealth Management LLC, and Private Client Services. Joshua has passed the Series 66 regulatory exam and is registered to provide services in New Mexico. Currently, Joshua is part of Lakeridge Wealth Management LLC, which operates out of Albuquerque, New Mexico. The firm has 7 offices and 20 employees. The firm manages assets totaling $605.8 million 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, and selection of other advisers. The fee structure at Lakeridge Wealth Management LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lakeridge Wealth Management LLC Brokerage Details
$605,770,799
20
2,369
$255,707
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Joshua Hovda Work History
Lakeridge Wealth Management LLC
Private Client Services
Wealth Management Group
Cetera Advisor Networks LLC
Disclosures
Please visit the SEC profile of Joshua Hovda 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 Lakeridge Wealth Management LLC
Albuquerque, NM
Albuquerque, NM
Mentor, OH
Mentor, OH
Mentor, OH
Boulder, CO
Mentor, OH
Mentor, OH
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