Joshua Marvin (CRD# 6111421) is an Investment Advisor Representative working at Lpl Financial LLC in North Ridgeville, OH and has over 11 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Elyria, OH | Jan 2021 - Current | 3 |
| Northwest Bank | Elyria, OH | Jan 2021 - Current | 3 |
| Marvkat Llc / Miscellaneous Merchants LLC | Berea, OH | Feb 2015 - Current | 9 |
| Fifth Third Bank | Avon, OH | May 2019 - Dec 2020 | 1 |
| Fifth Third Securities | Avon, OH | May 2019 - Dec 2020 | 1 |
| Citizens Securities Inc. | Broadview Heights, OH | Dec 2017 - Apr 2019 | 1 |
| Citizens Bank | Broadview Heights, OH | Dec 2017 - Apr 2019 | 1 |
| Citizens Bank | Toledo, OH | Jul 2015 - Dec 2017 | 2 |
| Citizens Securities, Inc. | Toledo, OH | Jul 2015 - Dec 2017 | 2 |
| J.p. Morgan Securities LLC | Brownstown Twp, MI | Oct 2012 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2012 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2015 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
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