Joshua HeglandCRD 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.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
|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|
Total Assets Under Management950MILLIONS
Total Number of Accounts568ACCOUNTS
Average Account Value$1,672,481
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, CA, CO, FL, GA, IN, LA, MS, NC, SC, TN, TX
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