Joshua Haire is a CFP-designated registered investment advisor, based in West Chester Township, OH, with 16 years of industry experience.
Location
9078 Union Centre Blvd #102, West Chester Township, OH, 45069
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
January 2017 - Present · 9 yrs 4 mos
Captrust
January 2017 - Present · 9 yrs 4 mos
Previous Registrations
Hbk Wealth Management
September 2013 - January 2017 · 3 yrs 4 mos
LPL Financial LLCBroker
August 2013 - December 2016 · 3 yrs 4 mos
LPL Financial LLC
June 2013 - October 2015 · 2 yrs 4 mos
Indie Asset Partners, LLC
September 2010 - December 2011 · 1 yr 3 mos
LPL Financial Corporation
April 2008 - October 2010 · 2 yrs 6 mos
LPL Financial CorporationBroker
March 2008 - October 2010 · 2 yrs 7 mos
State Registrations9 states
AZFLKSKYOHSCTXVAWV
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.