Joshua
Ortiz
Amicus Financial Advisors, LLC
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About this Advisor
Joshua Ortiz is a financial advisor based in Lubbock, Texas who has 3 years of relevant experience. Ortiz currently works for Amicus Financial Advisors, LLC. Their career trajectory has included roles at Amicus Financial Advisors and Lubbock Police Department. Ortiz has a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in Texas. Amicus Financial Advisors, LLC is an advisory company based in Lubbock, TX. The firm has offices in nine locations and a total of 18 advisors. It administers $354 million in assets among its 1,258 client accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm advises one charities and foundations. Of its 1,258 customer accounts, 16% are associated with high-net-worth individuals who have more than $1 million in assets. The company has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fee types billed by Amicus Financial Advisors, LLC can be comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Amicus Financial Advisors, LLC Brokerage Details
$353,837,936
18
1,258
$281,270
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Joshua Ortiz Work History
Joshua has been registered as a financial advisor for 3 years.*
Amicus Financial Advisors
Lubbock Police Department
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joshua Ortiz 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 Amicus Financial Advisors, LLC
Midland, TX
Lubbock, TX
Lubbock, TX
Lubbock, TX
Lubbock, TX
Bryan, TX
Pearland, TX
Lubbock, TX
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