Joseph Stricklin (CRD# 2853219) is an Investment Advisor Representative working at Itrust Asset Management, LLC in Lexington, KY and has over 26 years of experience in the finance industry.
CRD# 5978053
Edward Jones
CRD# 5157750
Context Financial LLC
CRD# 1061144
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Lexington, KY | May 2012 - Current | 11 |
| Itrust Asset Management, LLC | Lexington, KY | May 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1997 |
- KY
- TX
-
Total Assets Under Management176MILLIONS
-
Total Number of Accounts425ACCOUNTS
-
Average Account Value$414,178
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
KY, LA, TX
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