Joshua
Voisine
Curi Capital
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About this Advisor
Joshua Voisine is a certified financial planner based out of Lawrenceville, Georgia, with a total of 2 years of industry experience. Voisine works at Curi Capital. Voisine has gained experience at Pnc Investments, First Citizens Bank, Ameris Bank Wealth Management and Curi Capital. Voisine has Series 63 and Series 66 licenses, designating them as a securities agent, and is able to serve investors in Georgia. Curi Capital is an advisory business that has its headquarters in Raleigh, NC. The firm has offices in five locations and a total of 23 financial advisors. It manages $1 billion in assets across its 1,746 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advice to four charitable organizations. Of its 1,746 client accounts, 37% are held by high-net-worth individuals who have more than $1 million in investable assets. Curi Capital offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually vary depending on the services offered. However, fee types billed by Curi Capital most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Curi Capital Brokerage Details
$1,403,785,530
23
1,746
$804,001
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Joshua Voisine Work History
Joshua has been registered as a financial advisor for 2 years.*
Curi Capital
Ameris Bank Wealth Management
First Citizens Bank
Pnc Investments
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joshua Voisine to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Curi Capital
Raleigh, NC
Lawrenceville, GA
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
