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Joshua T Reichard

REICHARD CAPITAL, LLC·CHARLOTTE, North Carolina
Series 65Clean record6 years registeredREICHARD CAPITAL, LLC
200 SOUTH COLLEGE STREET, CHARLOTTE, NC 28202CRD# 7174794Firm CRD# 305695

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joshua T Reichard · CHARLOTTE, NC
Registration
CRD #7174794 · REICHARD CAPITAL, LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

REICHARD CAPITAL, LLC
Nov 2019 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 27, 2019
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
REICHARD CAPITAL, LLC
CRD 305695 · SEC 801-117478
AUM
$324M
Regulatory assets under management
Employees
4
190 client accounts
Services offered by REICHARD CAPITAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at REICHARD CAPITAL, LLC →
Introduction

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05

Frequently Asked Questions

What services does Joshua T Reichard offer?
Joshua T Reichard specializes in Financial Planning, Investment Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Joshua T Reichard's credentials?
Joshua T Reichard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua T Reichard located?
Joshua T Reichard is based in CHARLOTTE, North Carolina, working with REICHARD CAPITAL, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Joshua T Reichard charge for services?
Joshua T Reichard's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is REICHARD CAPITAL, LLC?
REICHARD CAPITAL, LLC has approximately 4 employees and manages $324M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at REICHARD CAPITAL, LLC

James Norman Reichard
CHARLOTTE, NC

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Research
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