Josh N. Mcintosh

TRIMARAN CAPITAL

Savannah, GA 31410

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CRD#: 5876408

Professional summary

Josh Neff Mcintosh is a registered financial advisor currently at TRIMARAN CAPITAL located in Savannah, Georgia.

Josh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Josh has worked at 2 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Josh Neff Mcintosh's 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

September 6, 2013 - Present

TRIMARAN CAPITAL

Office #1: 200 Bluefin Circle Suite 4, Savannah, GA 31410

RIA

CRD#: 169022

Savannah, GA

Past

March 17, 2011 - September 10, 2013

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SAVANNAH, GA

Past

February 22, 2011 - September 10, 2013

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SAVANNAH, GA

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

Georgia
(9/6/2013)

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

IAR

Series 66

Date: 3/15/2011

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 2/21/2011

General Securities Representative Examination

Current Firm

TRIMARAN CAPITAL

O DELL, BRYAN H | TRIMARAN CAPITAL LLC | TRIMARAN CAPITAL

CRD#: 169022 / SEC#:

Georgia

Registered Investment Advisory firm - (9/6/2013 Approved)

Washington

Registered Investment Advisory firm - (8/2/2017 Approved)

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Contact information

Main Address

200 Bluefin Circle Suite 4, Savannah, GA 31410

Mailing Address

Phone number

(912) 344-4824

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	170
AUM (Assets Under Management)	$ 62,038,667

Red Flags

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

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Josh N. Mcintosh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Josh Neff Mcintosh's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRIMARAN CAPITAL

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/15/2011

Series 7

Date: 2/21/2011

Current Firm

TRIMARAN CAPITAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TRIMARAN CAPITAL

TRUST BUT VERIFY

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