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ChFC

Joshua Barnard

LPL Enterprise, LLC
20 Years of Experience
Fayetteville, AR
1 DisclosureBroker
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Joshua Barnard is a ChFC-designated registered investment advisor at LPL Enterprise, LLC, based in Fayetteville, AR, with 20 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B in assets under management.

LPL Enterprise, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3138 advisors
Number of Clients
102,563 clients
Average Client Portfolio
$243K average
Assets Under Management
$24.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.35%

Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4257 N. Gable Drive, 2B, Fayetteville, AR, 72703

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
August 2018
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Joshua is involved with Marlovian Enterprises, LLC, managing real estate rental properties, dedicating about a quarter of his time. He also serves as a board member for Returning Home, a non-profit, spending minimal time on this activity.

Employment History
Current Registrations
LPL Enterprise, LLCBroker
November 2024 - Present · 1 yr 11 mos
LPL Enterprise, LLC
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Pruco Securities, LLC.Broker
December 2020 - November 2024 · 3 yrs 11 mos
Prudential Financial Planning Services
December 2020 - November 2024 · 3 yrs 11 mos
Arvest Wealth Management
April 2018 - December 2020 · 2 yrs 8 mos
Arvest Wealth ManagementBroker
March 2018 - December 2020 · 2 yrs 9 mos
Marathon Advisors, INC
June 2006 - December 2007 · 1 yr 6 mos
Cri Securities, LLCBroker
March 2006 - January 2010 · 3 yrs 10 mos
Securian Financial Services, INC.
September 2003 - January 2010 · 6 yrs 4 mos
Securian Financial Services, INC.Broker
September 2003 - January 2010 · 6 yrs 4 mos
Pruco Securities CorporationBroker
December 1998 - July 2003 · 4 yrs 7 mos
American Express Financial Advisors INC.Broker
August 1997 - November 1998 · 1 yr 3 mos
Ids Life Insurance CompanyBroker
August 1997 - November 1998 · 1 yr 3 mos
State Registrations14 states
ARAZCACODCFLILKSMONMOKORTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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