Joshua Alan Zimmerman
Investment adviser representative at Psi Advisors, LLC
12 yearsExperience
2 statesRegistered in
$800.9MFirm assets
9 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
12 years in the industry.
- Psi Advisors, LLCNov 2017 to now
- LPL Financial, LLCNov 2017 to now
- Excalibur Financial GroupOct 2014 to Oct 2017
- Principal Life Insurance CompanyMay 2014 to Oct 2017
- Princor Financial Services CorporationMay 2014 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Psi Advisors, LLC
$800.9MAssets managed
1,745Clients
11Advisers
9 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
- 6339141
- Firm CRD
- 285880