JN
JN

Joshua Noparstak

10 Years of Experience
Deerfield, IL
BrokerSells Insurance

Joshua Noparstak is a registered investment advisor at LPL Financial LLC, based in Deerfield, IL, with 10 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

Loading...

Location

570 Lake Cook Rd Ste 101, Deerfield, IL, 60015

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Joshua operates under the DBA Equitrust Financial Group LTD for his LPL business since 2015. He also sells non-variable insurance, dedicating a few hours per week to this activity, and has a business entity, Joshua Noparstak, LLC, for tax/investment purposes.

Employment History
Current Registrations
LPL Financial LLC
June 2020 - Present · 5 yrs 11 mos
LPL Financial LLCBroker
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
Equitrust Financial Group, LTD.
June 2015 - December 2020 · 5 yrs 6 mos
Securities America, INC.Broker
June 2015 - June 2020 · 5 yrs
State Registrations26 states
AZCACODCFLGAILINKSKYMDMIMNNCNENJNVOHORPASCTNTXUTWAWI
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.