Joshua DonleyCRD Number: 4556907
Current Firm: Lpl Financial LLC
Joshua Donley (CRD# 4556907) is an Investment Advisor Representative working at Lpl Financial LLC in Winston Salem, NC and has over 14 years of experience in the finance industry. Joshua Donley 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.
Triad Financial Advisors, Inc.
Nfp Advisor Services, LLC
Ameriprise Financial Services, Inc.
|Lpl Financial LLC||Winston Salem, NC||Aug 2011 - Current||5|
|Securities America Advisors, Inc.||Winston-salem, NC||Dec 2003 - Aug 2011||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2002|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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