Josh McIntosh, financial advisor Savannah GA

Josh McIntosh

CRD Number: 5876408
Current Firm: Trimaran Capital

Josh McIntosh (CRD# 5876408) is a partner of Trimaran Capital which is a registed investment advisory firm in Savannah, GA.   Josh has over 10 years of experience in the finance industry.

CONTACT
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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Trimaran Capital Savannah, GA Sep 2013 - Current 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2011
Contact Info for Josh N. McIntosh
By the Numbers
  • Total Assets Under Management
    60
    MILLIONS
  • Total Number of Accounts
    141
    ACCOUNTS
  • Average Account Value
    $424,170
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

GA, WA

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