Joshua Winston
Joshua Winston is a registered investment advisor at LPL Financial LLC, based in Mclean, VA, 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
1640 Boro Place 4th Fl Ste 559, Mclean, VA, 22102
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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 operates his LPL business under the DBAs Advisorlink and The Financial Planning Group by AdvisorLink, dedicating full-time hours to Advisorlink. He is also an agent for MassMutual selling non-variable insurance, spending about a quarter of his time on this activity, and works as a teacher at Congregation Beth Emeth for a few hours per week.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.Broker
Msi Financial Services, INC.
Morgan Stanley
Morgan StanleyBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
E*trade Securities LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations15 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.