Joshua Barron Angell
Investment adviser representative at Poinciana Advisors Group, LLC
16 yearsExperience
2 statesRegistered in
CFADesignation
$396MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Smith, Stohlman, James & Gardere, P.AJan 2022 to now
- The Barrons Group, LLCAug 2012 to now
- Poinciana Advisors Group, LLCJan 2010 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Poinciana Advisors Group, LLC
$396MAssets managed
112Clients
3Advisers
6 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
- 5754377
- Firm CRD
- 137423