Joel Douglas Hosner
Investment adviser representative at Wbh Advisory, Inc.
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.7BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Wbh Advisory, Inc.May 2023 to now
- Lynx Investment Advisory, LLCDec 2021 to Apr 2023
- Rsd FinancialJul 2021 to Dec 2021
- Financial Planning AssociationJun 2021 to Aug 2021
- Baltimore City Public SchoolsAug 2015 to Jun 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Wbh Advisory, Inc.
$1.7BAssets managed
746Clients
11Advisers
40 yearsIn 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
- 7416525
- Firm CRD
- 105289