Joshua Kincaid is a CFP-designated registered investment advisor, based in Winston, NC, with 7 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold.
Location
110 Stratford Road, Winston, NC, 27127
Get directionsHistory
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 Activities
Joshua hosts pub-style quizzes for Geeks Who Drink, LLC, dedicating minimal time to this role. He also assists with dog sitting through Rover, spending minimal time and receiving monthly compensation.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Credit Union Investment Services
Secu Brokerage ServicesBroker
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.