Joshua Betts

from Aletheian Wealth Advisors LLC
SEC regulated
Regulated Investment Advisor
Joshua Betts is a financial advisor based in Washington, Bellevue, with 11 years of experience. Joshua currently works for Aletheian Wealth Advisors LLC. Joshua maintains the following licenses: S66 (Uniform Combined State Law Examination), S63 (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Joshua Betts works at Aletheian Wealth Advisors LLC
Aletheian Wealth Advisors LLC is a financial advisory firm based in Bellevue, Washington. It currently has approximately $208,268,396 of assets under management and employs about 7 people. Aletheian Wealth Advisors LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Uniform Securities Agent State Law Examination (S63)
Years registered
3 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
777 108th Ave Ne, Suite 2250, Bellevue, Washington, 98004

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