Joshua Collier is a CFP-designated registered investment advisor at LPL Financial LLC, based in Gig Harbor, WA, with 7 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
4423 Point Fosdick Drive Nw, Suite #208-2, Gig Harbor, WA, 98335
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joshua spends all of his time working for Gig Harbor Financial Services, Inc as his LPL business. He also works as a Master of Ceremonies for Stokes Auction Group for fundraising events, manages Pirate Cove Family Properties (a real estate rental LLC), and is a Notary Public for clients, dedicating minimal time to each of these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations7 states
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