Joshua Hegland, financial advisor Atlanta GA

Joshua Hegland

CRD Number: 7286914
Current Firm: Cahaba Wealth Management, Inc.

Joshua Hegland (CRD# 7286914) is an Investment Advisor Representative working at Cahaba Wealth Management, Inc. in Atlanta, GA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Cahaba Wealth Management, Inc. Atlanta, GA Aug 2020 - Current 1
Cahaba Wealth Management, Inc. Atlanta, GA Jan 2020 - Current 1
Lcg Associates Atlanta, GA May 2018 - Jan 2020 1
Unemployed Statesboro, GA Sep 2016 - Apr 2018 1
The Pumping Station Augusta, GA May 2016 - Aug 2016 < 1
Unemployed Statesboro, GA Sep 2015 - Apr 2016 < 1
Unemployed Statesboro, GA Aug 2014 - Aug 2015 1
Kroger Evans, GA Jun 2012 - Jul 2014 2
Unemployed Augusta, GA Aug 2010 - May 2012 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2020
Contact Info for Joshua S. Hegland
Phone Number: 404-549-7678
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    950
    MILLIONS
  • Total Number of Accounts
    568
    ACCOUNTS
  • Average Account Value
    $1,672,481
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, CA, CO, FL, GA, IN, LA, MS, NC, SC, TN, TX

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