Joshua Hyman
Joshua Hyman is a CFP-designated registered investment advisor at LPL Financial LLC, based in Northborough, MA, 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
9 Monroe St. Unit 2, Northborough, MA, 01532
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Regulatory History (1)
Regulatory
October 2011Other Business ActivitiesSells Insurance
Joshua operates Longwood Financial Advisors as a DBA for his LPL business and is involved in real estate rentals through 148 Realty LLC and Two Thousand Realty Associates. He also serves as a board member for Wayland Dads and is an agent for Merit Ins Services, dedicating minimal time to each of these roles.
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
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.