Joshua Anderson
Joshua Anderson is a registered investment advisor at LPL Financial LLC, based in Norfolk, VA, with 6 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1701 Church Street, Suite D, Norfolk, VA, 23504
Get directionsHistory
Regulatory History (1)
Financial
December 2023Other Business ActivitiesSells Insurance
Joshua operates under several DBAs for his LPL business, including First Genesis of Virginia, Stratos Wealth Partners, and Heritage Financial Partners. He also engages in non-variable insurance activities, dedicating about 10-20% of his time to it.
Employment History
Current Registrations
LPL Financial LLCBroker
Stratos Wealth Partners, LTD
Previous Registrations
Prosperity Capital Advisors
State Registrations8 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.
Exams
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