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Joshua Lusk

LPL Financial LLC
14 Years of Experience
Springfield, MO
1 DisclosureBroker
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Joshua Lusk is a registered investment advisor at LPL Financial LLC, based in Springfield, MO, with 14 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

636 W Republic Rd B100, Springfield, MO, 65807

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History

Regulatory History (1)
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Criminal
May 2001
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other 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
July 2021 - Present · 5 yrs 3 mos
LPL Financial LLCBroker
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Waddell & Reed
September 2012 - July 2021 · 8 yrs 10 mos
Waddell & ReedBroker
February 2012 - July 2021 · 9 yrs 5 mos
State Registrations6 states
ARCOKSMOOKTX
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.
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