Joshua Palmer is a CFP-designated registered investment advisor at LPL Financial LLC, based in Plano, TX, with 21 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
7500 Dallas Parkway Ste 485, Plano, TX, 75024
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Regulatory History (1)
Customer Dispute
April 2013Other Business Activities
Joshua operates his LPL business under The Noble Group, dedicating full-time hours to it. He is also a notary.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
J.E. Simmons & CO., P.C.
Cornerstone Financial Services INC
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.Broker
State Registrations1 state
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.