Joshua Hamm
Joshua Hamm is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lexington, NC, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
115 E Center St, Lexington, NC, 27292
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joshua works as an associate/employee for Pinnacle Financial Partners/Pinnacle Bank and Pinnacle Asset Management. He spends about half his time building relationships with bank partners, meeting with clients to discuss financial goals, managing client investment accounts, and seeking prospects for the bank and PAM offerings.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations3 states
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