Joshua P Deloach
Investment adviser representative at Nilsine Partners, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.9BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Nilsine Partners, LLCSep 2021 to now
- Bank of America N.A.Sep 2014 to Sep 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2014 to Sep 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Nilsine Partners, LLC
$1.9BAssets managed
559Clients
15Advisers
5 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
- 6344108
- Firm CRD
- 315694