Joshua Lusk
Joshua Lusk is a registered investment advisor at LPL Financial LLC, based in Springfield, MO, with 14 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
636 W Republic Rd B100, Springfield, MO, 65807
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Regulatory History (1)
Criminal
May 2001Other Business Activities
Joshua is an owner/operator at Crump & Associates of Clifton Park, dedicating about 10-20% of his time to this investment-related activity since 2011. He also operates "The Lusk Office" as a DBA for his LPL business since July 2021.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations6 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.