Joshua Barnard
Joshua Barnard is a ChFC-designated registered investment advisor at LPL Enterprise, LLC, based in St Louis, MO, with 20 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
12312 Olive Boulevard, Suite 300, St Louis, MO, 63141-6474
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Regulatory History (1)
Financial
August 2018Other 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
LPL Enterprise, LLC
Previous Registrations
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
Arvest Wealth Management
Arvest Wealth ManagementBroker
Marathon Advisors, INC
Cri Securities, LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Pruco Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations12 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.