Unclaimed Profile

Joshua John Myers

VESTA ADVISORS LLC·LOWER GWYNEDD, Pennsylvania

SIE, Series 7, Series 7TO, Series 24, Series 63CFAClean record7 years registeredVESTA ADVISORS LLC

1600 N BETHLEHEM PIKE, LOWER GWYNEDD, PA 19002CRD# 5719637Firm CRD# 297420

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joshua John Myers · LOWER GWYNEDD, PA

Registration

CRD #5719637 · VESTA ADVISORS LLC · 7 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VESTA ADVISORS LLC

VESTA ADVISORS LLC

Apr 2019 – May 2020

LOWER GWYNEDD, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 24

Series 63

Registration record

First registered · April 5, 2019

Years registered · 7

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VESTA ADVISORS LLC

CRD 297420 · SEC 801-113759

Employees

Total firm employees

Services offered by VESTA ADVISORS LLC

Per Form ADV

Other

View all advisors at VESTA ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Joshua John Myers offer?

Joshua John Myers specializes in Fee-Only Advisory.

What are Joshua John Myers's credentials?

Joshua John Myers holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Joshua John Myers located?

Joshua John Myers is based in LOWER GWYNEDD, Pennsylvania, last registered with VESTA ADVISORS LLC.

How does Joshua John Myers charge for services?

Joshua John Myers's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VESTA ADVISORS LLC?

VESTA ADVISORS LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.

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