Joshua Marvin is a registered investment advisor at LPL Financial LLC, based in Elyria, OH, with 13 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
124 Middle Avenue, Elyria, OH, 44035
Get directionsHistory
Regulatory History (2)
Financial
February 2018Financial
February 2018Other Business Activities
Joshua operates his LPL business through Northwest Investment Services and is also a notary. He refers clients to bank partners at Northwest Bank and owns Marvin Holdings LLC for real estate rental, dedicating a few hours per week to this.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.
Citizens Securities, INC.
Citizens Securities, INC.Broker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations9 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.