Joshua Palmer is a CFP-designated registered investment advisor at LPL Financial LLC, based in Plano, TX, with 21 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
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.
Exams
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