Joshua Anthony Stubbolo
Investment adviser representative at Family Legacy Financial Solutions, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$174.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Family Legacy Financial Solutions, LLCFeb 2021 to now
- Cambridge Investment Research Advisors, Inc.Oct 2016 to May 2021
- Cambridge Investment Research, Inc.Feb 2016 to May 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Family Legacy Financial Solutions, LLC
$174.5MAssets managed
315Clients
5Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6066642
- Firm CRD
- 314351