Josh Hart is the newest member of our team. Josh and his family recently relocated to the Raleigh area from Fort Wayne, Indiana, where he worked in the home office of Lincoln Financial Advisors.
Josh brings 5 years experience supporting both clients and advisors with all investment-related issues. Josh's new role with our team covers investment processing and service, performing trades, as well as developing his skills in the preparation of our financial plans.
Josh has attained his FINRA Series 7, Series 66, and Series 24 licenses.