Joshua Willard, financial advisor Mountain Home AR
93 score

Joshua Willard

CRD Number: 5335566
Current Firm: Lpl Financial LLC

Joshua Willard (CRD# 5335566) is an Investment Advisor Representative working at Lpl Financial LLC in Mountain Home, AR and has over 8 years of experience in the finance industry. Joshua Willard 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.

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Professional Designations
Company Name Location Dates Years
Lpl Financial, LLC Mountain Home, AR May 2016 - Current < 1
Benjamin F Edwards & Co Harrison, AR Jul 2014 - May 2016 1
Wells Fargo Advisors LLC Mountain Home, AR May 2009 - Jul 2014 5
Wachovia Securites Fayetteville, AR May 2007 - May 2009 2
Wal-mart Fayetteville, AR Aug 2005 - May 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Joshua W. Willard
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • AR
  • TX
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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