Joshua Zillmer, financial advisor Wellington FL
93 score

Joshua Zillmer

CRD Number: 5335018
Current Firm: Lpl Financial LLC

Joshua Zillmer (CRD# 5335018) is an Investment Advisor Representative working at Lpl Financial LLC in Wellington, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Financial Partners Boca Raton, FL Oct 2015 - Current 1
Atlantic Capital Advisors Wellington, FL May 2013 - Current 3
Lpl Financial, LLC Wellington, FL Sep 2012 - Current 4
Bank United Wellington, FL Sep 2012 - May 2013 < 1
Newbridge Securities Corporation Boca Raton, FL Oct 2011 - Aug 2012 < 1
Pnc Investments Inc. Pittsburgh, PA Mar 2010 - Jul 2011 1
Pnc Bank Washington, DC Oct 2007 - Jul 2011 3
Pnc Investments Washington, DC Dec 2007 - Mar 2010 2
New York Life Company Bethesda, MD Jan 2007 - Oct 2007 < 1
Mcs Services Laurel, MD Sep 2004 - Jan 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2008
S66 NASAA Uniform Combined State Law Examination Feb 2011
Contact Info for Joshua Zillmer
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • FL
  • 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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