Joshua Larson (CRD# 7123898) is an Investment Advisor Representative working at Lpl Financial LLC in Minden, NV and has over 4 years of experience in the finance industry. Joshua Larson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4775495
Lpl Financial LLC
CRD# 2489311
Prosperity Wealth Management, Inc.
CRD# 1489018
Aljian Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Minden, NV | Nov 2019 - Current | 4 |
| Financial Advocates Investment Management | Minden, NV | May 2019 - Current | 5 |
| Financial Advocates Investment Management | Olympia, WA | Nov 2019 - Feb 2020 | < 1 |
| Washington State University | Pullman, WA | Aug 2018 - May 2019 | < 1 |
| Performance Abatement Services | Vancouver, WA | May 2018 - Aug 2018 | < 1 |
| Washington State University | Pullman, WA | Aug 2017 - May 2018 | < 1 |
| Pacific Office Automation | Beaverton, OR | May 2017 - Aug 2017 | < 1 |
| Washington State University | Pullman, WA | Aug 2016 - May 2017 | < 1 |
| Amcor | Tumwater, WA | May 2016 - Aug 2016 | < 1 |
| Washington State University | Pullman, WA | Aug 2015 - May 2016 | < 1 |
| Dairy Queen | Grand Mound, WA | Aug 2013 - Aug 2015 | 2 |
| Rochester High School | Rochester, WA | Aug 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2020 |
- NV
- TX
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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)
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- 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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