Joshua Woodford
Investment adviser representative at Cora Capital Advisors
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$722.9MFirm assets
Are you Joshua Woodford? 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Osaic Wealth, Inc.Oct 2024 to now
- Cora Capital Advisors LLCMar 2022 to now
- American Portfolios Financial Services Inc.Aug 2020 to Oct 2024
- American Portfolios Advisors, Inc.Aug 2020 to Dec 2022
- Purshe Kaplan Sterling InvestmentsJan 2016 to Aug 2020
- Bridgers Wealth ManagementNov 2015 to Aug 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Cora Capital Advisors
Legal name: Cora Capital Advisors LLC
$722.9MAssets managed
786Clients
8Advisers
4 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
- 5890865
- Firm CRD
- 318134