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Joshua W Robb

HIXON ZUERCHER, LLC·FINDLAY, Ohio
Series 65Clean record12 years registeredHIXON ZUERCHER, LLC
101 WEST SANDUSKY STREET, FINDLAY, OH 45840CRD# 6267004Firm CRD# 123465

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joshua W Robb · FINDLAY, OH
Registration
CRD #6267004 · HIXON ZUERCHER, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

HIXON ZUERCHER CAPITAL MANAGEMENT
Nov 2013 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 25, 2013
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HIXON ZUERCHER, LLC
CRD 123465 · SEC 801-111071
AUM
$345M
Regulatory assets under management
Employees
11
1,388 client accounts
Services offered by HIXON ZUERCHER, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at HIXON ZUERCHER, LLC →
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05

Frequently Asked Questions

What services does Joshua W Robb offer?
Joshua W Robb specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FINDLAY, Ohio for a consultation.
What are Joshua W Robb's credentials?
Joshua W Robb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua W Robb located?
Joshua W Robb is based in FINDLAY, Ohio, working with HIXON ZUERCHER, LLC. Their office serves clients in the FINDLAY metropolitan area and surrounding communities.
How does Joshua W Robb charge for services?
Joshua W Robb's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HIXON ZUERCHER, LLC?
HIXON ZUERCHER, LLC has approximately 11 employees and manages $345M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HIXON ZUERCHER, LLC

Adam C. Zuercher
FINDLAY, OH
Anthony J. Hixon
FINDLAY, OH

More Advisors in FINDLAY, Ohio

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