Joshua Lipsey, financial advisor Owings Mills MD

Joshua Lipsey

CRD Number: 7270593
Current Firm: Lpl Financial LLC

Joshua Lipsey (CRD# 7270593) is an Investment Advisor Representative working at Lpl Financial LLC in Owings Mills, MD and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Owings Mills, MD Jul 2020 - Current 1
University Of Maryland, College Park College Park, MD Aug 2020 - Feb 2021 < 1
Pricewaterhouse Cooper's Baltimore, MD May 2020 - Aug 2020 < 1
University Of Maryland, College Park College Park, MD Jan 2020 - May 2020 < 1
Linwoods Owings Mills, MD May 2017 - Jan 2020 2
Pikesville High School Pikesville, MD Aug 2014 - May 2017 2
Pikesville Middle School Pikesville, MD Aug 2011 - Aug 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2022
Contact Info for Joshua M. Lipsey
Phone Number: 704-733-3300
Firm Website: http://www.lpl.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    404,176
    MILLIONS
  • Total Number of Accounts
    1,517,995
    ACCOUNTS
  • Average Account Value
    $266,257
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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