Joshua Haggerty
Joshua Haggerty is a CFA-designated registered investment advisor at Raymond James & Associates, INC., based in Virginia Beach, VA, with 15 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
300 32nd Street, Suites 102 and 520, Virginia Beach, VA, 23451
Get directionsHistory
Regulatory History (1)
Criminal
October 1994Other Business ActivitiesSells Insurance
Joshua is a trustee for an irrevocable life insurance trust for his wife's relatives, requiring minimal time. He also serves on the board of two soccer organizations, dedicating minimal time to each.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Scott & Stringfellow, LLCBroker
Scott & Stringfellow, LLC
Vantage Consulting Group INC
State Registrations29 states
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