Advisor at Affinity Wealth Resources, LLC
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Firm
Affinity Wealth Resources, LLC
Location
Salt Lake City, UT 84115
Credentials
Series 63, Series 66
Industry experience
12 years
Joshua Crawley is a financial advisor at Affinity Wealth Resources, LLC in Salt Lake City, UT, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Terragon LLC and Lithium Auto Elixirs, where he is involved in marketing, product development, and sales. He is also the owner of Affinity Capital Resources, a collection and recovery services business. Affinity Wealth Resources advises individual investors, corporations, trusts, and estates, providing non-discretionary portfolio advisory services and customized investment plans. The firm uses a modern portfolio theory approach focused on fundamental analysis and offers clients guidance on asset allocation, rebalancing, and tax-aware management without discretionary trading authority.
Based on Affinity Wealth Resources, LLC
Based on Affinity Wealth Resources, LLC
$80 per hour for investment advice, including prep work, consultation, and post consultation work
Fee-only: $80 per hour advisory fee; $10/month or $100/year subscription fee for The Small Cap Attack newsletter
2719 Lemel Circle, #6
Salt Lake City, UT 84115
Utah
Terragon LLC
2021 - Present (5 years)
Lithium Auto Elixirs
2019 - Present (7 years)
Affinity Wealth Resources
2017 - Present (9 years)
Hampton INN
2017 - 2017 (1 year)
Affinity Capital Resources
2016 - 2017 (1 year)
Rally Newz
2015 - 2022 (7 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Salt Lake City, UT
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