Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josh? Claim Your ProfileJosh Haggard is a financial advisor with LPL Financial LLC. Josh has been in the industry since 2014 and is registered to provide investment advice in 11 states, including Alabama, California, Florida, Georgia, New York, North Carolina, Oklahoma, South Carolina, Virginia, and Washington. Josh is a Certified Financial Planner™ and holds a Series 6, 7, and 66 license as well as the SIE exam. Josh has previously worked with EDWARD JONES and HORACE MANN INVESTORS, INC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NC
06/01/2023 - Present
LPL Financial LLC (CRAMERTON NC)
NC
07/14/2016 - 06/03/2023
EDWARD JONES (Gastonia NC)
NC
02/26/2014 - 07/13/2016
HORACE MANN INVESTORS, INC. (Cramerton NC)
NJ
01/07/2014 - 01/21/2014
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 08/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2016
Series 7 - General Securities Representative Examination
BC
Issued 01/07/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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