JD
CFP
JD
CFP

Joshua Dearmitt

25 Years of Experience
Franklin, IN
Broker

Joshua Dearmitt is a CFP-designated registered investment advisor at LPL Financial LLC, based in Franklin, IN, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

901 N Main St, Suite C, Franklin, IN, 46131

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Joshua is the 100% owner of Dearmitt Financial Group LLP, dedicating all of his time to it and receiving commissions. He is also a member and president of the City of Franklin, IN Economic Development Commission, spending minimal time on this non-profit board member role.

Employment History
Current Registrations
LPL Financial LLCBroker
September 2006 - Present · 19 yrs 10 mos
LPL Financial LLC
September 2006 - Present · 19 yrs 10 mos
Previous Registrations
Edward Jones
July 2006 - September 2006 · 2 mos
Edward JonesBroker
August 2000 - September 2006 · 6 yrs 1 mo
State Registrations11 states
ALFLGAINKYMOMSOHSCWAWV
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.
Joshua Dearmitt - Financial Advisor | TrueAdvisor