Joshua E. Hurd
Professional summary
Joshua Eriksen Hurd, CFP®, who also goes by Joshua Sullivan Hurd, is a registered financial advisor currently at SIGHTLINE WEALTH located in Sacramento, California.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Joshua has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Eriksen Hurd's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2011
Experience
August 29, 2025 - Present
SIGHTLINE WEALTH
March 8, 2019 - August 28, 2025
INDEPENDENT FINANCIAL GROUP, LLC
March 8, 2019 - August 28, 2025
INDEPENDENT FINANCIAL GROUP, LLC
May 10, 2006 - March 14, 2019
CHARLES SCHWAB & CO., INC.
April 5, 2005 - March 14, 2019
CHARLES SCHWAB & CO., INC.
April 23, 2003 - September 22, 2004
CHARLES SCHWAB & CO., INC.
October 6, 1999 - July 5, 2001
CHARLES SCHWAB & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/29/2025)
Exams
Current Firm
SIGHTLINE WEALTH
CRD#: 336167 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 103 |
| AUM (Assets Under Management) | $ 56,000,000 |
Red Flags
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