Joshua Hamm, financial advisor Lexington NC

Joshua Hamm

CRD Number: 5480754
Current Firm: Raymond James Financial Services Advisors, Inc.

Joshua Hamm (CRD# 5480754) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lexington, NC and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services, Inc. Lexington, NC Apr 2022 - Current 1
Raymond James Financial Services Advisors, Inc. Lexington, NC Apr 2022 - Current 1
Pinnacle Financial Partners/pinnacle Bank Lexington, NC Apr 2022 - Current 1
Pinnacle Asset Management Lexington, NC Apr 2022 - Current 1
Wells Fargo Clearing Services, LLC Winston-salem, NC Nov 2016 - Apr 2022 5
Wells Fargo Advisors, LLC Winston-salem, NC Dec 2012 - Nov 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Joshua M. Hamm
Phone Number: 727-567-3020
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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