Joshua James umberto Garland
Investment adviser representative at Apriem Advisors
17 yearsExperience
1 stateRegistered in
ChFC®Designation
$1.5BFirm assets
Are you Joshua James umberto Garland? 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 feePerformance-based
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
17 years in the industry.
- Apriem AdvisorsNov 2018 to now
- Financial Professionals GroupJul 2009 to Nov 2018
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
Apriem Advisors
$1.5BAssets managed
1,071Clients
13Advisers
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
- 7055218
- Firm CRD
- 108188