Joshua Gerik is a registered investment advisor at LPL Financial LLC, based in Lebanon, TN, with 20 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
115 N Castle Heights Ave, Ste 205, Lebanon, TN, 37087-2771
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Regulatory History (1)
Criminal
June 2008Other Business Activities
Joshua operates Riverstone Wealth Management as a DBA for his LPL business, dedicating all of his time to it. He also works as a referee for the West Wilson Basketball Association, spending about 10% of his time on this non-investment related activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
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.