Joshua Hahn (CRD# 7574643) is an Investment Advisor Representative working at Mbi LLC in Bethesda, MD and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 5954281
Mercer Global Advisors Inc.
CRD# 4605616
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| May Barnhard Investments, Llc Dba Mbi, LLC | Bethesda, MD | Jun 2022 - Current | 1 |
| Cbm | Bethesda, MD | Jun 2022 - Current | 1 |
| Bfsfcu | Bfsfcu, DC | Dec 2017 - Jun 2022 | 4 |
| N/a | Tyson's Corner, VA | Jun 2017 - Dec 2017 | < 1 |
| Pwc | Tyson's Corner, VA | Jun 2015 - Jun 2017 | 2 |
| Tasc | Chantilly, VA | Jun 2013 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- DC
- MD
- VA
-
Total Assets Under Management296MILLIONS
-
Total Number of Accounts429ACCOUNTS
-
Average Account Value$689,581
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
DC, FL, MD, VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.