Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Ford is a financial advisor with LPL Financial LLC and has been working in the financial services industry since April 2017. Joshua's background includes prior experience with Thrivent Investment Management Inc. Joshua provides a wide range of financial services, including investment advice and financial planning. Joshua's experience and expertise can help you with various financial planning needs, from retirement planning to college savings. Joshua is licensed to offer advisory services in Texas and registered to offer securities products in 53 states and the District of Columbia. Joshua holds the Series 66, SIE, Series 7, Series 9, and Series 10 licenses.
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
SC
09/16/2022 - Present
LPL Financial LLC (FORT MILL SC)
TX
04/10/2017 - 09/12/2022
THRIVENT INVESTMENT MANAGEMENT INC. (Cedar Park TX)
BOTH
Issued 05/02/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/22/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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