Joel
Hosner
Lynx Investment Advisory, LLC
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About this Advisor
Joel Hosner is a financial advisor who works out of Columbia, Maryland with 1 year of industry experience. Hosner currently works for Lynx Investment Advisory, LLC. Hosner has gained experience at Lynx Investment Advisory, LLC, Rsd Financial, Securities America, United Planners, Financial Planning Association, Baltimore City Public Schools, Mesila International and New York City Department Of Education. Hosner has a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in Maryland. Lynx Investment Advisory, LLC is a financial advisory business based out of Washington, DC. The investment advisory business has a total of 12 employees. It has $896 million in assets among its 229 accounts, placing it among the bigger firms in the country by assets under management. The firm provides services to three charitable organizations. Of its 229 customer accounts, 33% are associated with high-net-worth individuals who have at least $1 million in investable assets. Lynx Investment Advisory, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. Fees for financial advice largely vary depending on which services the firm provides the client. However, fee types billed by Lynx Investment Advisory, LLC can be comprised of some blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lynx Investment Advisory, LLC Brokerage Details
$896,026,383
12
229
$3,912,779
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
Joel Hosner Work History
Joel has been registered as a financial advisor for 1 years.*
Lynx Investment Advisory, LLC
United Planners
Mesila International
Rsd Financial
Securities America
Financial Planning Association
Baltimore City Public Schools
New York City Department Of Education
*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 Joel Hosner 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 Lynx Investment Advisory, LLC
Columbia, MD
Washington, DC
Washington, DC
Columbia, MD
Washington, DC
Vienna, VA
Columbia, MD
Washington, DC
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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