Joshua Anderson
Joshua Anderson is a registered investment advisor at LPL Financial LLC, based in Norfolk, VA, with 6 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
1701 Church Street, Suite D, Norfolk, VA, 23504
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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.