JR
Joshua T. Reichard
REICHARD CAPITAL
Charlotte, NC 28202
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CRD#: 7174794
JR
Professional summary
Joshua T Reichard is a registered financial advisor currently at REICHARD CAPITAL, LLC located in Charlotte, North Carolina.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Joshua has worked at 1 firm and has passed the Series 65 exam.
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.
NTELX (government contractor) Vienna, VA - Relationship began approximately July 2018 and services likely to continue until March 31, 2020. Act as independent contractor and provide services including bookkeeping, payroll services and accounting consulting. Not investment related. Approximately 40-50 hours/month during securities trading hours.
American Roller Bearing (Industrial Manufacturing) Hickory, NC - Relationship began approximately July 2018 and services likely to continue until January-February 2020. Act as independent contractor and provide services including bank reconciliations and accounting consulting. Not investment related. Approximately 10 hours/month during securities trading hours.
E by Design (Retail consumer products) remote - Relationship began approximately July 2018 and services likely to conclude in December 2019. Act as independent contractor and provide services including bank reconciliations, accounting consulting and journal entries. Not investment related. Approximately 1-2 hours/month during securities trading hours.
Bagley CPA, PC (Accounting firm) Charlotte, NC - Relationship began approximately December 2018 and services likely to continue until March 31, 2020. Act as part-time hourly employee and provide bookkeeping services. Not investment related. Approximately 5-7 hours/month during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua T Reichard'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®
NoneExperience
Current
November 27, 2019 - Present
REICHARD CAPITAL, LLC
Office #1: 200 South College Street Suite 1530, Charlotte, NC 28202RIA
CRD#: 305695
Charlotte, NC
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".
RC
REICHARD CAPITAL, LLC
REICHARD CAPITAL, LLC
CRD#: 305695 / SEC#: 801-117478
RIA
Registered Investment Advisory firm - (10/11/2019 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
North Carolina(11/27/2019)
Current Firm
RC
REICHARD CAPITAL, LLC
REICHARD CAPITAL, LLC
CRD#: 305695 / SEC#: 801-117478
RIA
Registered Investment Advisory firm - (10/11/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
200 South College Street Suite 1530, Charlotte, NC 28202
Mailing Address
Phone number
(704) 312-4015
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 205 |
| AUM (Assets Under Management) | $ 330,342,302 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
