Ascend Retirement and Investment Services - Josh Wells

Employee Spotlight | 07/11/22
Josh Wells

Josh Wells, CRPC®, Associate Financial Advisor

Josh's coverage areas are Franklin County, Manchester and McMinnville.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Josh helps individuals and families at Ascend pursue their retirement and investment goals with financial advice based on years of experience in the industry. Josh is deeply committed to members’ financial success – he employs an approach of actively listening and partnering with members to form a plan for their individual situations. Josh holds a BBA in Finance with Insurance Emphasis from Middle Tennessee State University.

Joshua.Wells1@lpl.com
(931) 461-8779

1929 McArthur Street
Manchester, TN 37355

The financial advisors at Ascend Retirement and Investment Services are registered representatives with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Ascend Federal Credit Union and Ascend Retirement and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Ascend Retirement and Investment Services, and may also be employees of Ascend Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Ascend Federal Credit Union or Ascend Retirement and Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any
Other Government Agency

Not Credit Union
Guaranteed

Not Credit Union Deposits
or Obligations

May Lose
Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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