Joshua Hohlfelder

from Captrust
SEC regulated
Regulated Investment Advisor
Joshua Hohlfelder is a financial advisor based in North Carolina, Raleigh, with 14 years of experience. Joshua currently works for Captrust. Joshua maintains a S65 license (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Joshua Hohlfelder works at Captrust
Captrust is a financial advisory firm based in Raleigh, North Carolina. It currently has approximately $115,942,729,824 of assets under management and employs about 1338 people. Captrust uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
6 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and performance-based fees
Office location
4208 Six Forks Rd, Suite 1700, Raleigh, North Carolina, 27609

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