Joshua Hart is a registered investment advisor, based in Raleigh, NC, with 20 years of industry experience.
Location
801 Hillsborough ST, 3rd floor, Raleigh, NC, 27603
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joshua is an insurance agent offering fixed annuities, disability insurance, long-term care insurance, and traditional life insurance through Sagemark Consulting, dedicating about 10-20% of his time. He also serves concessions/bartends at various venues for Aramark and is a Point of Sale Supervisor for Classic Sports Catering, spending about 10-20% of his time and a few hours per week respectively.
Employment History
Current Registrations
Credit Union Investment Services
Secu Brokerage Services
Secu Brokerage ServicesBroker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations1 state
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.