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Joshua Hewlett

3 Years of Experience
Alpharetta, GA
BrokerSells Insurance

Joshua Hewlett is a registered investment advisor, based in Alpharetta, GA, with 3 years of industry experience.

Location

2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009

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History

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.

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Other Business ActivitiesSells Insurance

Joshua works as an Investment Advisor Representative (IAR) for Merit Financial Group, dedicating full-time hours to this role. He also provides fixed insurance advice, spending a few hours per week on this activity.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2024 - Present · 1 yr 9 mos
Merit Financial Advisors
May 2023 - Present · 3 yrs
Previous Registrations
LPL Financial LLCBroker
May 2023 - August 2024 · 1 yr 3 mos
Cambridge Investment Research, INC.Broker
August 2022 - May 2023 · 9 mos
State Registrations18 states
CAFLGAINLAMIMNMSNCNYOHPASCSDUTVAWVWY
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.
Joshua Hewlett - Financial Advisor | TrueAdvisor