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Joshua S
Series 66
Bellevue, WA
OSAIC
Joshua Swayne is a financial advisor at Osaic Wealth with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Securities America Advisors, KMS Financial Services, Signator Financial Services, and Pacific West Financial Consultants. Outside of his advisory role, he operates Crossroads LLC, an entity used to manage the business operations of Crossroads Capital Management. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process centered on model-based asset allocation and portfolio optimization, supported by various tools and strategies, including discretionary and advisor-managed accounts.
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