Joshua David Valdivia
Investment adviser representative at Financial Management Network Inc
12 yearsExperience
6 statesRegistered in
CFP® certificationDesignation
$2.1BFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Financial Managment Network, Inc.Jul 2021 to now
- Fmn Capital CorpJul 2021 to now
- Financial Management Network, Inc.Aug 2020 to now
- Cailifornia State UniversityAug 2015 to May 2020
- Wind and Sea RestaurantMar 2014 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 6 states (AZ, CA, FL, ID, NV, TX).
Financial Management Network Inc
$2.1BAssets managed
1,528Clients
21Advisers
34 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
- 7281960
- Firm CRD
- 110454