Joshua Scott Haire

Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → 12/2016
  Lpl Financial Llc
  West Chester, OH
• 09/2013 → 12/2016
  Hbk Wealth Management
  Cincinnati, OH
• 01/2017 → Present
  Capfinancial Securities Llc
  Raleigh, NC
• 01/2017 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC

Previous Registrations

• 2013-09-06 → 2017-01-03
  Bohmer Kilcoyne Wealth Management, Llc
  Cincinnati, OH
• 2013-06-26 → 2015-10-30
  Lpl Financial Llc
  Cincinnati, OH
• 2010-09-16 → 2011-12-22
  Indie Asset Partners, Llc
  Indianapolis, IN
• 2008-04-18 → 2010-10-06
  Lpl Financial Llc
  Carmel, IN

Exams

• S66 Uniform Combined State Law Examination
  2008-04-17

Designations

• Certified Financial Planner