Joshua William Brands
Investment adviser representative at Pinkerton Wealth Partners
12 yearsExperience
2 statesRegistered in
$1.4BFirm assets
16 yearsFirm in business
Are you Joshua William Brands? 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 assetsHourlySubscriptionFixed or flat feeCommissions
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.
- Pinkerton Wealth PartnersJun 2023 to now
- Moss Adams LLPOct 2017 to May 2023
- UnemployedJan 2017 to Sep 2017
- University of IdahoAug 2014 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (ID, WA).
Pinkerton Wealth Partners
Legal name: Pinkerton Wealth, LLC
$1.4BAssets managed
1,262Clients
17Advisers
16 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
- 7795831
- Firm CRD
- 120973