Joshua LartchCRD Number: 7475906
Current Firm: Lpl Financial LLC
Joshua Lartch (CRD# 7475906) is an Investment Advisor Representative working at Lpl Financial LLC in Braham, MN and has 1 year of experience in the finance industry.
U.s. Bancorp Investments, Inc.
|Lpl Financial LLC||Pine City, MN||Dec 2021 - Current||2|
|Frandsen Bank & Trust||Pine City, MN||Dec 2021 - Current||2|
|Frandsen Bank & Trust||Pine City, MN||Jul 2018 - Dec 2021||3|
|Innovative Egress Windows, Inc.||Rush City, MN||Oct 2015 - Jul 2018||2|
|Currie, Pangerl & Associates, Ltd.||Pine City, MN||Jun 2012 - Oct 2015||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2022|
Total Assets Under Management368,019MILLIONS
Total Number of Accounts1,688,501ACCOUNTS
Average Account Value$217,956
- 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
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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