JD
JD

Joshua Dowden

18 Years of Experience
Las Vegas, NV
1 DisclosureBrokerSells Insurance

Joshua Dowden is a registered investment advisor at LPL Financial LLC, based in Las Vegas, NV, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

1980 Festival Plaza Dr Ste 300, Las Vegas, NV, 89135

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
December 2020
Final
Other Business ActivitiesSells Insurance

Joshua operates his LPL business under Lucia Capital Group and Priority Wealth Partners. He is also an agent for Champion Health, selling non-variable insurance, dedicating a few hours per week. Joshua also owns Dowden Enterprises for tax/investment purposes.

Employment History
Current Registrations
LPL Financial LLCBroker
September 2022 - Present · 4 yrs
LPL Financial LLC
September 2022 - Present · 4 yrs
Previous Registrations
Edward Jones
December 2007 - September 2022 · 14 yrs 9 mos
Edward JonesBroker
October 2007 - September 2022 · 14 yrs 11 mos
State Registrations17 states
AKALAZCADCFLILINNCNHNVSCTNTXUTWAWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
Joshua Dowden - Financial Advisor | TrueAdvisor