JO
Joshua Olds
from New Potomac Partners LLC
Joshua Olds is a financial advisor based in Maryland, North Bethesda,
with 27 years of experience. Joshua currently works for
New Potomac Partners LLC.
Joshua maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State 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 Olds works at New Potomac Partners LLC
New Potomac Partners LLC is a financial advisory firm based in North Bethesda, Maryland. It currently has approximately $155,595,731 of assets under management and employs about 3 people. New Potomac Partners LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
6 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
909 Rose Ave, Suite 400, North Bethesda, Maryland, 20852
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