Joshua Peter Bostic
Investment adviser representative at Cetera Investment Advisers LLC
14 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Cetera Investment Advisers LLCJun 2019 to now
- Cetera Investment Services LLCJun 2019 to now
- Rental PropertyAug 2018 to now
- Foresters Financial ServicesNov 2018 to Jun 2019
- Foresters Financial ServicesAug 2018 to Aug 2018
- Foresters Financial ServicesJun 2018 to Jul 2018
- Foresters Advisory Services LLCFeb 2013 to Jun 2019
- Foresters FinancialOct 2012 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (OR).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2273620
- Firm CRD
- 105644