Joshua
Gideon

Richard P. Slaughter Associates, Inc

CRD#5991791
Investment Advisor
in Austin, TX

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About this Advisor

Joshua Gideon is a financial advisor based in Austin, Texas, working with Richard P. Slaughter Associates, Inc. Joshua has previously held positions at Charles Schwab & Co., Inc, Utopian Bartending, Charles Schwab Bank, and Richard P. Slaughter Associates. Joshua has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Mexico and Texas. Currently, Joshua is part of Richard P. Slaughter Associates, Inc, which operates out of Austin, Texas. The firm has 14 employees and manages assets totaling $796.8 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, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Richard P. Slaughter Associates, Inc includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

9600 North Mopac Suite 600
Austin, TX 78759

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Richard P. Slaughter Associates, Inc Brokerage Details

Total Assets Under Management

$796,768,944

TX Average: $3,042,739,679
Total Number of Employees

14

TX Average: 49
Total Number of Accounts

1,616

TX Average: 2,315
Average Account Size

$493,050

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Joshua Gideon Work History

2020 - Present (4 years)

Richard P Slaughter Associates

2013 - 2019 (6 years)

Charles Schwab Bank

2011 - 2019 (8 years)

Charles Schwab & Co., Inc

2010 - 2019 (9 years)

Utopian Bartending

Disclosures

Please visit the SEC profile of Joshua Gideon 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 Richard P. Slaughter Associates, Inc

Christopher Snyder
Austin, TX
Jeremy Mocek
Austin, TX
Laura Martin
Austin, TX
Liam Toohey
Austin, TX
James Sherrard
Austin, TX
Tanner Banister
Austin, TX
Joshua Gideon
Austin, TX
Lafe Blobaum
Austin, TX

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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