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Joshua Seligson

12 Years of Experience
Raleigh, NC
1 DisclosureBroker

Joshua Seligson is a registered investment advisor at Wells Fargo Advisors, based in Raleigh, NC, with 12 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Raleigh, NC

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
February 2017
Final
Other Business Activities

Joshua is a girls varsity basketball coach at St. David's School since 2014, dedicating about a quarter of his time to this non-investment related activity.

Employment History
Current Registrations
Wells Fargo Advisors
January 2025 - Present · 1 yr 9 mos
Wells Fargo Advisors Financial Network, LLC
January 2025 - Present · 1 yr 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Edward Jones
May 2016 - January 2025 · 8 yrs 8 mos
Edward JonesBroker
March 2016 - January 2025 · 8 yrs 10 mos
Capfinancial Securities, LLC.Broker
May 2014 - January 2016 · 1 yr 8 mos
State Registrations10 states
FLGAINMAMDNCNJSCUTVA
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.
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