Joshua Huard, financial advisor Kyle TX

Joshua Huard

CRD Number: 6516166
Current Firm: Kalos Management

Joshua Huard (CRD# 6516166) is an Investment Advisor Representative working at Kalos Management in Kyle, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Kalos Capital Alpharetta, GA Jul 2017 - Current 4
Kalos Management Alpharetta, GA Jul 2017 - Current 4
Apu Partners Kyle, TX Jun 2015 - Current 6
National Planning Corporation Kyle, TX Aug 2015 - Jul 2017 1
Austin Sports And Social Club Austin, TX Dec 2013 - Jun 2015 1
Texas Tech University Lubbock, TX Aug 2010 - Dec 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2017
Contact Info for Joshua M. Huard
Phone Number: 678-356-1100
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    302
    MILLIONS
  • Total Number of Accounts
    3,373
    ACCOUNTS
  • Average Account Value
    $89,463
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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