Joshua Polidori is a CFP-designated registered investment advisor, based in Southern Pines, NC, with 4 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold.
Location
225 N Bennett St #C, Southern Pines, NC, 28387
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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 sells fixed insurance products, dedicating minimal time to this activity since January 2022. He also works as a contractor for BrandedSurveys, spending minimal time on this role since February 2025.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations2 states
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
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