Joshua Keyes is a registered investment advisor at LPL Financial LLC, based in Jacksonville, FL, with 11 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
7802 Atlantic Blvd, Jacksonville, FL, 32211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joshua operates under Financial Retirement and Investment Services, Inc. and VyStar Investment Services as DBAs for his LPL business. He also serves as a non-profit board member for Gratitude America and Vets on TAP, and dedicates minimal time to these roles, and spends about 10% of his time with the US Army Reserves.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Navy Federal Brokerage Services LLC
Navy Federal Brokerage Services, LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Camarda Wealth Advisory Group
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Fidelity Brokerage Services LLCBroker
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.