Joshua Mahoney, financial advisor Madison IN

Joshua Mahoney

CRD Number: 6369331
Current Firm: Lpl Financial LLC

Joshua Mahoney (CRD# 6369331) is an Investment Advisor Representative working at Lpl Financial LLC in Madison, IN and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Madison, IN Nov 2017 - Current 2
Investment Centers Of America Madison, IN Jul 2014 - Nov 2017 3
River Valley Wealth Management Madison, IN Jun 2014 - Mar 2016 1
Georgetown College Georgetown, KY Aug 2010 - May 2014 3
All-phase Electric Supply Co Lexington, KY Feb 2013 - Apr 2014 1
Secondary Education Hanover, IN Jul 2004 - May 2010 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2014
S65 NASAA Investment Advisors Law Examination Mar 2016
Contact Info for Joshua T. Mahoney
Phone Number: 617-423-3644
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    159,099
    MILLIONS
  • Total Number of Accounts
    786,525
    ACCOUNTS
  • Average Account Value
    $202,281
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
Clean Record
This advisor has a clean track record with regulators.

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