Joshua Nelson
Joshua Nelson is a registered investment advisor at LPL Financial LLC, based in Maple Grove, MN, with 23 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
Maple Grove, MN
Get directionsHistory
Regulatory History (3)
Judgment / Lien
December 2014Judgment / Lien
October 2014Customer Dispute
January 2007Other Business Activities
Joshua operates Elite Financial Network as a DBA for his LPL business in Maple Grove, MN. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Lutheran Brotherhood Securities CORP.Broker
State Registrations7 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.