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Josh Broad,CPWA®, CRPC®

Senior Advisor Consultant
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Josh Broad is an OppenheimerFunds Senior Advisor Consultant for the Southern New Jersey and the Eastern Maryland & Delaware area. Josh takes a truly consultative approach to supporting financial advisors by taking the time to understand their businesses and offering a broad range of insights, tools and resources to enhance the success of their practices.

Consultant Team

Kevin Lusinski
Regional Advisor Consultant

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