Joshua Potter
Joshua Potter is a registered investment advisor at LPL Financial LLC, based in Spokane, WA, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
221 W Main Ave, Spokane, WA, 99201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joshua sells fixed insurance and long-term care, dedicating a few hours per week. He is also a partner at Simple Wealth, providing financial planning and investment advice on a full-time basis.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Simple Wealth LLC
Securities Service Network, LLCBroker
Ssn Advisory, INC.
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Financial Network Investment CorporationBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.