Joshua Decker is a CFP-designated registered investment advisor at LPL Financial LLC, based in Burnsville, MN, with 25 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
768 Southcross Drive W, Burnsville, MN, 55306
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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.
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Joshua operates under Sentient Wealth Group as a DBA for his LPL business and provides investment advisory services to Great Valley Advisor Group, Inc., dedicating full-time hours to these investment-related activities. He also owns Skyrun Phoenix, a real estate rental, and is a business owner of Educators Lifetime Solution.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Advanced Advisor Group, LLC
Efs Advisors
Advanced Advisor Group, LLCBroker
Great American Advisors, INC.Broker
Pmg Securities CorporationBroker
Investors Brokerage Services, INC.Broker
State Registrations21 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.