Joshua Schefers is a CFP-designated registered investment advisor at LPL Financial LLC, based in Walnut Creek, CA, with 18 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
101 Ygnacio Valley Rd, Suite 211, Walnut Creek, CA, 94596
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joshua operates Zuk Financial Group as a DBA for his LPL business, working as an advisor/financial planner, dedicating nearly full-time hours. He also provides investment advisory services through Valley Wealth Strategies, spending about half his time on this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
Valley Wealth Strategies, LLC
Previous Registrations
LPL Financial LLC
Valley Wealth Strategies
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Heffernan Securities, LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
Heffernan Investment Advisors, INC.
Grubman Financial Consulting, INC
National Planning CorporationBroker
State Registrations15 states
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