Joshua Black is a CFP-designated registered investment advisor at LPL Financial LLC, based in Memphis, 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
795 Ridge Lake Blvd, Suite 100, Memphis, TN, 38120
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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.
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Joshua is involved with Silver Leaf, Inc. for tax and investment purposes, and Memphis Planning and Wealth as a DBA for LPL business. He also provides investment advisory services through Private Advisor Group, dedicating nearly full-time hours to this activity, and owns real estate rental property through Silver Leaf Inc.
Employment History
Current Registrations
LPL Financial LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
First Command Advisory Services
First Command Financial Planning, INC.
First Command Financial Planning, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations20 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.