Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Barr is an investment advisor representative with LPL Financial LLC. Joshua has been in the industry since 2015. Joshua has been registered with LPL Financial LLC since November 2023. Joshua has passed the Uniform Combined State Law Examination, General Securities Representative Examination and Securities Industry Essentials Examination. Prior to joining LPL Financial LLC, Joshua was employed by MML Investors Services, LLC, Edward Jones, and MassMutual. Joshua has 1 current registration and 2 previous registrations. Joshua's current registrations include a registration with the state of Ohio. Joshua's previous registrations include registrations with the state of Ohio. Joshua is currently registered in Georgia, Michigan, Ohio, Oklahoma, Pennsylvania, and Wisconsin. Joshua's current employment is with LPL Financial LLC located in Warren, Ohio. Joshua's other business activities include 7 17 Retirement & Investment Group.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
11/05/2023 - Present
LPL Financial LLC (WARREN OH)
OH
03/23/2018 - 11/02/2023
MML INVESTORS SERVICES, LLC (BOARDMAN OH)
OH
05/26/2015 - 01/09/2018
EDWARD JONES (CORTLAND OH)
BOTH
Issued 06/11/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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