Joshua McCaslin (CRD# 5593355) is an Investment Advisor Representative working at Hexagon Capital Partners, LLC in Rogers, AR and has over 15 years of experience in the finance industry.
CRD# 2462003
Lpl Financial LLC
CRD# 6210169
Arvest Wealth Management
CRD# 4133460
Stephens
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hexagon Capital Partners, LLC | Rogers, AR | Nov 2019 - Current | 4 |
| Morgan Stanley | Rogers, AR | Jun 2012 - Nov 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2008 |
- AR
-
Total Assets Under Management790MILLIONS
-
Total Number of Accounts1,034ACCOUNTS
-
Average Account Value$764,373
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AR, FL, MA, OK, TX
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