Joshua David Gideon
Investment adviser representative at Richard P. Slaughter Associates, Inc.
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$905.2MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Richard P. Slaughter Associates, Inc.Jan 2020 to now
- Charles Schwab BankJul 2013 to Dec 2019
- Charles Schwab & Co., Inc.Oct 2011 to Dec 2019
- Utopian BartendingAug 2010 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (NM, TX).
Richard P. Slaughter Associates, Inc.
$905.2MAssets managed
457Clients
12Advisers
28 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
- 5991791
- Firm CRD
- 109080