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Joshua Wayne Cropp

HHM Wealth Advisors, LLC

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About Joshua Wayne Cropp

Joshua Wayne Cropp is a financial advisor with HHM Wealth Advisors, LLC. Joshua has been in the financial services industry since 2014. Joshua is a Certified Financial Planner™ professional and holds the Series 66, SIE and Series 7 securities licenses. Joshua has experience working with individuals, high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and banking or thrift institutions. Joshua specializes in providing financial planning, portfolio management and pension consulting services.

Firm Information

Joshua Cropp is currently registered with HHM Wealth Advisors, LLC. HHM Wealth Advisors, LLC is a registered investment advisor based in Chattanooga, TN with over $1 Billion in regulatory assets under management. The firm specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. HHM Wealth Advisors serves a variety of client types, including individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and banking or thrift institutions.
HHM Wealth Advisors, LLC

1181 KING STREET

CHATTANOOGA, TN 37403

$1.07B

Assets Under Management

3

Total Clients

12

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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 Cropp’s Registration & Firm History

TN

06/02/2017 - Present

HHM Wealth Advisors, LLC (CHATTANOOGA TN)

TN

01/26/2015 - 05/30/2017

UBS FINANCIAL SERVICES INC. (CHATTANOOGA TN)

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Licenses & Designations

BOTH

Issued 03/23/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/30/2017

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua Wayne Cropp.
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