Current Position:
Financial Advisor Assistant at Wealth EnhancementExperience:
6 yearsLocation:
Houston, TexasNov 2024 - Current
Mar 2021 - Nov 2024
Oct 2020 - Mar 2021
May 2019 - Jun 2019
Bachelor of Business Administration - BBA at University of Houston, C.T. Bauer College of Business
Oglethorpe University
Name: Wealth Enhancement
Speciality: Financial Planning, Investment Management, Tax Strategies, Risk Management, Insurance, Estate Planning, Group Retirement Plan Consulting, Retirement Income Planning
Location: Plymouth, Minnesota, United States
Employees: 500-1000
Description: In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to cli...
How long has Joshua Lewis been working as a Financial Advisor Assistant?
Joshua Lewis's total experience in various companies as a Financial Advisor Assistant 10 months.What is Joshua Lewis's minimum period of employment in the companies?
Joshua Lewis's minimum period of employment in various companies is 1 month.What is Joshua Lewis's average duration of employment for different companies?
On average, Joshua Lewis works for one company for 1 year 5 monthsWhat industries has Joshua Lewis worked in?
Joshua Lewis works in the Financial Services. Previously, Joshua Lewis worked in the Government Administration.What positions has Joshua Lewis held before?
Previously, Joshua Lewis worked as a Portfolio Analyst, and Financial Planning Intern, and Finance Intern.How do I contact Joshua Lewis?
Joshua Lewis's email address is j*****s@wealthenhancement.com, phone number is +1-***-***-3821. Sign up to get contact details.Who is the President/CEO/Director of the Wealth Enhancement?
The President/CEO/Director of the Wealth Enhancement is Steve PetcovicWho are Joshua Lewis's peers at other companies?
Joshua Lewis's peers at other companies are Suzanne Shealy and Nadene Louw and Amy KershawFind email for 850M+ professionals