Joseph B. Hosler

AUOUR INVESTMENTS LLC

WOBURN, MA 01801

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CRD#: 1290907

Professional summary

Joseph Byron Hosler, who also goes by Joe Byron Hosler, is a registered financial advisor currently at AUOUR INVESTMENTS LLC located in Woburn, Massachusetts and INTEGRITY FINANCIAL ADVISORS, LLC located in Woburn, Massachusetts.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Joseph has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joe Byron Hosler

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

AUOUR ADVISORY LLC, WENHAM, MA, STRATEGIC CONSULTING SERVICES, OWNER, START 1/13, 40 HRS MONTHLY, 20 HRS MONTHLY DURING TRADING, OFFERING MY OPINION TO PRIVATE AND PUBLIC CORPOARTIONS ON A CORPORATIONS BUSINESS MODEL TO THE EXECUTIVES OF THE FIRM.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Byron Hosler's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 22, 2015 - Present

AUOUR INVESTMENTS LLC

Office #1: 400 Tradecenter Suite 3990, Woburn, MA 01801

RIA

CRD#: 173392

WOBURN, MA

Current

November 17, 2022 - Present

INTEGRITY FINANCIAL ADVISORS, LLC

Office #1: 400 Tradecenter Suite 3990, Woburn, MA 01801

RIA

CRD#: 313369

WOBURN, MA

Past

July 24, 2013 - December 31, 2015

COINBASE CAPITAL MARKETS CORP

RIA

CRD#: 10722

WENHAM, MA

Past

May 17, 2013 - October 22, 2014

COINBASE CAPITAL MARKETS CORP

CRD#: 10722

WENHAM, MA

Past

April 24, 2013 - May 21, 2013

CADARET, GRANT & CO., INC.

CRD#: 10641

DEDHAM, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AUOUR INVESTMENTS LLC

AUOUR ADVISORY | AUOUR INVESTMENTS LLC | AUOUR ADVISORY LLC

CRD#: 173392 / SEC#: 801-80544

RIA

Registered Investment Advisory firm - (11/25/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(1/22/2015)

IAR

Texas
(1/29/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 5/1/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/22/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/23/2013

General Securities Representative Examination

Current Firm

AUOUR INVESTMENTS LLC

AUOUR ADVISORY | AUOUR INVESTMENTS LLC | AUOUR ADVISORY LLC

CRD#: 173392 / SEC#: 801-80544

RIA

Registered Investment Advisory firm - (11/25/2014 Approved)

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Contact information

Main Address

400 Tradecenter Suite 3990, Woburn, MA 01801

Mailing Address

Phone number

(978) 338-4830

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AUOUR PART 2A BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts	802
AUM (Assets Under Management)	$ 340,936,157

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Joseph B. Hosler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Byron Hosler's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRITY FINANCIAL ADVISORS, LLC

COINBASE CAPITAL MARKETS CORP

COINBASE CAPITAL MARKETS CORP

CADARET, GRANT & CO., INC.

Primary Firm SEC Registration

AUOUR INVESTMENTS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/1/2013

SIE

Date: 10/22/2014

Series 7

Date: 4/23/2013

Current Firm

AUOUR INVESTMENTS LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AUOUR INVESTMENTS LLC

TRUST BUT VERIFY

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