JH
JH

Joshua Hartline

3 Years of Experience
Harleysville, PA
Broker

Joshua Hartline is a registered investment advisor at Cetera Investment Advisers LLC, based in Harleysville, PA, with 3 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

173 Main St Suite B, Harleysville, PA, 19438

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Joshua works as a financial professional at Musselman Financial Solutions, providing client service and handling various financial tasks. This takes about 10-20% of his time, including time during trading hours. He also reviews Medicare Part D plans.

Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2024 - Present · 2 yrs 1 mo
Cetera Wealth Services, LLCBroker
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Edward JonesBroker
January 2001 - March 2001 · 2 mos
American General Financial Advisors, INC.Broker
January 2000 - November 2000 · 10 mos
The Variable Annuity Marketing CompanyBroker
January 2000 - November 2000 · 10 mos
State Registrations1 state
PA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Joshua Hartline - Financial Advisor | TrueAdvisor