Joshua HaireCRD Number: 5496313
Current Firm: Hbk Wealth Management
Joshua Haire (CRD# 5496313) is an Investment Advisor Representative working at Hbk Wealth Management in Cincinnati, OH and has over 9 years of experience in the finance industry.
Bullseye Investment Management, LLC
Lang Advisors LLC
Opus Capital Group, LLC
|Hbk Wealth Management||Cincinnati, OH||Sep 2013 - Current||4|
|Lpl Financial LLC||West Chester, OH||Jun 2013 - Current||4|
|Pnc Bank N.a.||Fort Wayne, IN||Dec 2011 - Jun 2013||1|
|Indie Asset Partners, LLC||Indianapolis, IN||Sep 2010 - Dec 2011||1|
|Lpl Financial||Carmel, IN||Mar 2008 - Sep 2010||2|
|Chamberlain Wealth Management||Indianapolis, IN||Mar 2008 - Sep 2010||2|
|Giddings, Whitsitt, & Williams, Pc||Lebanon, IN||Oct 2005 - Mar 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2008|
Total Assets Under Management317MILLIONS
Total Number of Accounts1,026ACCOUNTS
Average Account Value$309,103
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, GA, IL, IN, KY, NC, OH, TX
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