Josh Oliver is a registered investment advisor at LPL Financial LLC, based in Vernon, CT, with 22 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
475 Talcottville Road, Vernon, CT, 06066
Get directionsHistory
Regulatory History (1)
Criminal
March 1994Other Business Activities
Josh operates Webster Investments as a DBA for his LPL business. He is also the owner of Oliver Consulting Group, LLC, a business entity for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Key Investment Services LLC
Key Investment Services LLCBroker
Apw Capital, INC.Broker
Aurora Private Wealth, INC.
Citizens Securities, INC.
Citizens Securities, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial Corporation
Uvest Financial Services Group, INC.Broker
Uvest Financial Services Group, INC.
Webster Investment Services, INC
Webster Investment Services, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations5 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.