Joseph Stricklin
Joseph Stricklin is a registered investment advisor at Itrust Asset Management, LLC, based in Lexington, KY, with 28 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 463 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
iTrust Asset Management does not directly state their fees for asset management in this brochure. They mention that the maximum annual advisory fee will not exceed 3.0% and that the fee will be detailed in the client's LPL account application or LPL Tiered Fee Authorization form.
Location
3320 Tates Creek Road, Suite 100, Lexington, KY, 40502
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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
Joseph is a registered investment advisor with iTrustAssetManagement, dedicating nearly all of his time to asset and portfolio management. He is also an independent insurance agent, spending minimal time on non-variable insurance, and involved with two rock bands, spending a few hours per week on these activities.
Employment History
Current Registrations
Itrust Asset Management, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Itrust Asset Management, LLC
LPL Financial LLC
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Unified Financial Securities, INC.Broker
Commonwealth Investment Services, INC.Broker
State Registrations8 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.