Josh Haggard is a CFP-designated registered investment advisor at LPL Financial LLC, based in Cramerton, NC, with 12 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
102 Hidden Pastures Dr Ste 205, Cramerton, NC, 28032
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Josh operates Harbor Financial Group as a DBA for his LPL business. He also has W-2 employment with Beltway Home Repair, spending minimal time on this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Horace Mann Investors, INC.Broker
First Investors CorporationBroker
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.