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Joshua Black

LPL Financial LLC
19 Years of Experience
West Jordan, UT
1 DisclosureBrokerSells Insurance
View SEC Summary
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Joshua Black is a registered investment advisor at LPL Financial LLC, based in West Jordan, UT, with 19 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8048 South 1640 West, West Jordan, UT, 84088

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
June 2010
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Joshua is an owner of Innovative Tax and Financial Solutions LLC, where he helps evaluate real estate properties. He also runs the day-to-day activities of Black Crest Investments as a Registered Rep, and is an Investment Advisor Rep with Kestra Advisory Services, LLC, managing client accounts; additionally, he sells life insurance to clients through Black Crest Investments.

Employment History
Current Registrations
LPL Financial LLCBroker
September 2026 - Present · 1 mo
LPL Financial LLC
September 2026 - Present · 1 mo
Previous Registrations
Kestra Advisory Services, LLC
May 2019 - September 2026 · 7 yrs 4 mos
Kestra Investment Services, LLCBroker
May 2019 - September 2026 · 7 yrs 4 mos
Woodbury Financial Services, INC.
June 2015 - May 2019 · 3 yrs 11 mos
Woodbury Financial Services, INC.Broker
June 2015 - May 2019 · 3 yrs 11 mos
Securities America, INC.Broker
November 2014 - June 2015 · 7 mos
Securities America Advisors, INC.
November 2014 - June 2015 · 7 mos
Sunset Financial Services, INC.
December 2008 - November 2014 · 5 yrs 11 mos
Sunset Financial Services, INC.Broker
September 2008 - November 2014 · 6 yrs 2 mos
Fidelity Brokerage Services LLCBroker
January 2001 - September 2002 · 1 yr 8 mos
State Registrations12 states
AKAZCAFLIAIDMINVTXUTVAWY
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.
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