Merrill Lynch, Pierce, Fenner & Smith
46yrs
Top advisor by experience in Palm Beach
13yrs
Joshua Ayers Fleming
Financial advisor at Advisory Services Network
At a glance
Experience13 years (since 2013)
How that compares ?13 years in the industry
Office313 1/2 Worth Ave Suite B2, Palm Beach, FL 33480
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Advisory Services Network
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Investment Adviser Law Examination
Uniform Combined State Law Examination
Career
- 2020 – nowAdvisory Services NetworkCurrent firm
- Oct 2013 – Jul 2014Wells Fargo Clearing Services, LLCPreviously
Questions to ask Joshua
Tailored to Joshua’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Joshua
How do I contact Joshua?
Call Advisory Services Network at 770-352-0449 and ask for Joshua Ayers Fleming. Joshua works from the Palm Beach, FL office.
How long has Joshua been a financial advisor?
Joshua has been in the industry since 2013, about 13 years. 13 years in the industry.
What licenses does Joshua hold?
Series 65, Series 66. Tap any license on this page to see what it allows.
Is Joshua a fiduciary?
Joshua is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joshua paid?
Advisory Services Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Joshua for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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