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Joshua Anthony Stubbolo

Family Legacy Financial Solutions, LLC

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About Joshua Anthony Stubbolo

Joshua Anthony Stubbolo is a financial advisor at Family Legacy Financial Solutions, LLC. Joshua has been working in the financial services industry since 2014. Joshua is a Certified Financial Planner and holds Series 6, 7, 63 and 65 licenses. Joshua specializes in helping individuals and families with their financial planning needs. Joshua is committed to providing his clients with personalized service and helping them achieve their financial goals.

Firm Information

Joshua Stubbolo is currently registered with Family Legacy Financial Solutions, LLC. Family Legacy Financial Solutions, LLC is an independent financial advisory firm with approximately $109 million in regulatory assets under management. The firm serves individuals, high-net-worth individuals, and provides financial planning and portfolio management services. They have a team of 3 licensed agents and 4 investment adviser representatives.

$109.00M

Assets Under Management

1

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joshua Stubbolo’s Registration & Firm History

NC

06/28/2021 - Present

Family Legacy Financial Solutions, LLC (CARY NC)

NC

02/19/2016 - 05/12/2021

CAMBRIDGE INVESTMENT RESEARCH, INC. (Cary NC)

FL

12/08/2014 - 10/14/2015

CETERA ADVISORS LLC (MAITLAND FL)

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Licenses & Designations

IA

Issued 10/13/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/04/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/10/2018

Series 7 - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/08/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua Anthony Stubbolo.
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