Joshua David Lipscomb
Investment adviser representative at Cassaday & Company, Inc.
11 yearsExperience
1 stateRegistered in
$7.1BFirm assets
4 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 assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Cassaday & Company, Inc.Aug 2025 to now
- Osaic Wealth, Inc.Jun 2025 to now
- Cw Advisors, LLCMay 2025 to Jun 2025
- Wolf Group Capital AdvisorsJun 2024 to Apr 2025
- Virginia Asset ManagementJun 2023 to Aug 2023
- James Madison University LibrariesJan 2023 to May 2024
- James Madison UniversityAug 2021 to May 2024
- Josh Lipscomb, dba Rhett & RiverMar 2021 to Mar 2022
- Josh Lipscomb, dba Lipscomb Lawn & LandscapingAug 2020 to Apr 2023
- Park View High SchoolAug 2017 to May 2021
- Park View Middle SchoolAug 2014 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (VA).
Cassaday & Company, Inc.
Legal name: Cassaday & Co Wealth Management LLC
$7.1BAssets managed
3,267Clients
47Advisers
4 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
- 7739685
- Firm CRD
- 317672