Joshua Keyes (CRD# 6343100) is an Investment Advisor Representative working at Lpl Financial LLC in Jacksonville, FL and has over 9 years of experience in the finance industry.
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6562089
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vystar Credit Union | Jacksonville, FL | Mar 2024 - Current | < 1 |
| Lpl Financial LLC | Jacksonville, FL | May 2022 - Current | 1 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Nov 2020 - Feb 2024 | 3 |
| Cuna Mutual Group | Waverly, IA | Nov 2020 - Feb 2024 | 3 |
| Community First Credit Union Of Florida | Neptune Beach, FL | Feb 2020 - Nov 2020 | < 1 |
| Cuso Financial Services, LP | San Diego, CA | Feb 2020 - Nov 2020 | < 1 |
| Cetera Investment Advisers LLC | Jacksonville, FL | Sep 2019 - Feb 2020 | < 1 |
| Cetera Investment Services LLC | St. Cloud, MN | Sep 2019 - Feb 2020 | < 1 |
| Regions Bank | Jacksonville, FL | Sep 2019 - Feb 2020 | < 1 |
| Navy Federal Financial Group, LLC | Jacksonville, FL | Jun 2019 - Sep 2019 | < 1 |
| Navy Federal Brokerage Services, LLC | Jacksonville, FL | Jun 2019 - Sep 2019 | < 1 |
| Securian Financial Services Inc. | St Paul, MN | Aug 2018 - Jun 2019 | < 1 |
| Minnesota Life Insurance Co | St Paul, MN | Aug 2018 - Jun 2019 | < 1 |
| Capital Financial Strategies | Jacksonville, FL | Aug 2018 - Jun 2019 | < 1 |
| Camarda Wealth Advisory Group | Fleming Island, FL | Sep 2017 - Aug 2018 | < 1 |
| Bank Of America N.a. | Jacksonville, FL | Feb 2017 - Aug 2018 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville, FL | Jan 2017 - Aug 2018 | 1 |
| Fidelity Brokerage Services, LLC | Jacksonville, FL | May 2014 - Jan 2017 | 2 |
| Jacksonville University | Jacksonville, FL | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2017 |
- FL
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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
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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