Joshua Robert Barg
Investment adviser representative at A.G.P / Alliance Global Partners
17 yearsExperience
4 statesRegistered in
$2.9BFirm assets
17 yearsFirm in business
Are you Joshua Robert Barg? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- A.G.P. / Alliance Global PartnersJun 2026 to now
- Alliance Global PartnersJun 2026 to now
- B. Riley Wealth ManagementJul 2022 to Jun 2026
- B. Riley Wealth AdvisorsApr 2009 to Jun 2026
- National Securities CorporationMar 2009 to Jul 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 4 states (CT, FL, NJ, TX).
A.G.P / Alliance Global Partners
Legal name: A.G.P. / Alliance Global Partners, LLC
$2.9BAssets managed
7,490Clients
130Advisers
17 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
- 2638740
- Firm CRD
- 8361