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Joshua William Rich

Advisor at Cetera — Savannah, TN

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Savannah, TN 38372

Cetera logo

Cetera

Institution

Total advisors

10,177

Across 5,104 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Joshua Rich is a financial professional at Cetera with a Series 66 designation and one year of industry experience. His prior work includes positions with the Atlanta Braves, FedEx, and several Major League Baseball teams. He is also affiliated with Shoemaker Financial, providing insurance, securities, and advisory services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network. The firm offers a range of portfolio management, financial planning, and retirement services, operating as a multi-manager platform with access to various investment strategies and custodial relationships.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Savannah, TN

805 Pickwick St

Savannah TN 38372

Advisors at this office

3

Most active in

Tennessee

Work history

< 1 year of industry experience

Cetera Investment Advisors

2026 - Present • 1 year

Schaumburg, IL

Cetera Wealth Services, LLC

2025 - Present • 1 year

El Segundo, CA

Atlanta Braves

2021 - 2025 • 4 years

Atlanta, GA

FedEx

2020 - 2020 • 1 year

Atlanta, GA

Atlanta Braves

2020 - 2020 • 1 year

Atlanta, GA

San Francisco Giants

2019 - 2019 • 1 year

San Francisco, CA

Aunt Millie's Bakery

2018 - 2018 • 1 year

Kalamazoo, MI

Minnesota Twins

2018 - 2018 • 1 year

Minneapolis, MN

Unemployed

2018 - 2018 • 1 year

Savannah, TN

Student

2013 - 2017 • 4 years

Chattanooga, TN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Kiley L

Series 66

Savannah, TN

Valic Financial Advisors

Kiley Lukens Clagg is a Series 66-licensed financial advisor with Valic Financial Advisors in Jackson, TN, where she has worked since 2015. She has 17 years of industry experience and also serves as an agent with Agia. Outside of financial advising, Clagg owns a photography and photo booth rental business and is active in community service as secretary of the General Federation of Women's Clubs - The Jackson Woman's Club. She is also the founder and adult sponsor of the Jackson Juniorettes, a service club for young women in grades 9 through 12. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating with a large network of advisors.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

Cosmin M

Series 63, Series 65

Savannah, TN

OSAIC Institutions, INC.

Cosmin Majors is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. His work history includes roles at Infinex Investments, Inc. and ProEquities, Inc., and he is also employed as a financial advisor at Hardin County Bank. Outside of his advisory work, he is a half-owner of an auto parts retail business and Savannah Outfitters, LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a combination of discretionary and non-discretionary management.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Minda W

ChFC®, Series 63, Series 66

Savannah, TN

Edward Jones

Minda Wilson is a financial advisor at Edward Jones with 16 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2018, she worked at ProEquities, Inc and The Hardin County Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Logan A

Series 66

Savannah, TN

Cetera

Logan Alfano Webb is a financial advisor with Cetera holding a Series 66 credential and two years of industry experience. He has worked at Cetera and Cetera Wealth Services, LLC since 2023. Webb also serves as a financial advisor at Shoemaker Financial, providing investment, insurance, and financial planning services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive

Christopher G

Series 66

Savannah, TN

Edward Jones

Christopher Gant is a financial advisor at Edward Jones with eight years of industry experience. He has held his current position since 2018 and previously worked at Lincare Inc for two years. Gant holds the Series 66 designation and is based in Savannah, Tennessee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive

Blake D

Series 66

Savannah, TN

Edward Jones

Blake Dycus is a financial advisor with Edward Jones in Savannah, Tennessee. He holds a Series 66 designation and has 12 years of industry experience, including 13 years with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
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