Claim Profile
JH

Joshua Quentin Hawkins

LEVERTY FINANCIAL GROUP, LLC·HUDSON, Wisconsin
Unclaimed Profile
201 2ND STREET SOUTH, HUDSON, WI 54016CRD# 5966798Firm CRD# 310258
01

About

Joshua Quentin Hawkins is a registered financial advisor based in HUDSON, Wisconsin, affiliated with LEVERTY FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LEVERTY FINANCIAL GROUP, LLC
LEVERTY FINANCIAL GROUP, LLC
AUM
$481M
Regulatory assets under management
Employees
8
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5966798
Firm CRD# 310258
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HUDSON?

Browse all registered financial advisors in HUDSON, Wisconsin or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Joshua Quentin Hawkins offer?
Joshua Quentin Hawkins specializes in Financial Planning, Investment Management. Contact their office in HUDSON, Wisconsin for a consultation.
What are Joshua Quentin Hawkins's credentials?
Joshua Quentin Hawkins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua Quentin Hawkins located?
Joshua Quentin Hawkins is based in HUDSON, Wisconsin, working with LEVERTY FINANCIAL GROUP, LLC. Their office serves clients in the HUDSON metropolitan area and surrounding communities.
How does Joshua Quentin Hawkins charge for services?
Joshua Quentin Hawkins'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 LEVERTY FINANCIAL GROUP, LLC?
LEVERTY FINANCIAL GROUP, LLC has approximately 8 employees and manages $481M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty