Joshua Lusk, financial advisor Springfield MO
70 score

Joshua Lusk

CRD Number: 5881778
Current Firm: Waddell & Reed

Joshua Lusk (CRD# 5881778) is an Investment Advisor Representative working at Waddell & Reed in Springfield, MO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Various Insurance Carriers For W & R Insurance Agencies Stotts City, MO Mar 2012 - Current 4
Waddell & Reed Inc. Springfield, MO Nov 2011 - Current 5
Lusk Farms Mt Vernon, MO Nov 2008 - Current 8
Blevins Asphalt Construction Co Mt Vernon, MO Jun 2007 - Oct 2011 4
Mt Vernon Pavers Mt Vernon, MO Feb 2007 - Jun 2007 < 1
Blevins Asphalt Constructon Co Mt Vernon, MO May 2004 - Feb 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Joshua L. Lusk
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • AL
  • AR
  • CA
  • FL
  • IL
  • IA
  • KS
  • MO
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
70

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