Joshua Linton, financial advisor Augusta GA
81 score

Joshua Linton

CRD Number: 5553555
Current Firm: Lpl Financial LLC

Joshua Linton (CRD# 5553555) is an Investment Advisor Representative working at Lpl Financial LLC in Augusta, GA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Augusta, GA Feb 2018 - Current < 1
Invest Financial Corporation Tampa, FL Sep 2017 - Current < 1
Queensborough National Bank Augusta, GA Sep 2017 - Current < 1
Suntrust Advisory Services Atlanta, GA Aug 2016 - Aug 2017 1
Suntrust Investment Services, Inc. Atlanta, GA Oct 2013 - Aug 2017 3
Fifth Third Securities Augusta, GA Apr 2011 - Oct 2013 2
Fifth Third Bank Augusta, GA Feb 2011 - Oct 2013 2
Wachovia Securities, LLC Decatur, GA Jun 2008 - Feb 2011 2
Wachovia Bank, N.a. Decatur, GA Jun 2007 - Feb 2011 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S66 NASAA Uniform Combined State Law Examination Mar 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Joshua L. Linton
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • CA
  • GA
  • NV
  • NJ
  • NM
  • SC
  • VA
  • TX
By the Numbers
  • Total Assets Under Management
    117,248
    MILLIONS
  • Total Number of Accounts
    551,780
    ACCOUNTS
  • Average Account Value
    $212,490
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
81

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