Joshua Donley
Joshua Donley is a CFP-designated registered investment advisor at LPL Financial LLC, based in Winston Salem, NC, 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
4505 Country Club Rd Ste 210, Winston Salem, NC, 27104-3509
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joshua operates his LPL business through Integrated Financial Group and Mosaic Capital Management. He is also an agent of record for Commonwealth Life and Annuity Company and sells fixed insurance through Mosaic Capital Management, dedicating minimal time to the former and a few hours per week to the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
State Registrations14 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.