Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Barnard is a financial professional with over 17 years of experience in the industry. Joshua has held various roles at firms such as Arvest Wealth Management, CRI Securities, LLC, and Securian Financial Services, Inc. Joshua holds several licenses and certifications, including Series 66, Series 65, and Series 63. Joshua is currently registered with LPL Enterprise, LLC and offers financial planning, portfolio management for individuals and businesses, and educational seminars. Joshua is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
MO
11/14/2024 - Present
LPL Enterprise, LLC (ST LOUIS MO)
AR
03/23/2018 - 12/16/2020
ARVEST WEALTH MANAGEMENT (Fayetteville AR)
FL
03/14/2006 - 01/07/2010
CRI SECURITIES, LLC (MIAMI FL)
FL
09/29/2003 - 01/07/2010
SECURIAN FINANCIAL SERVICES, INC. (MIAMI FL)
NJ
12/18/1998 - 07/28/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MN
08/07/1997 - 11/10/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/07/1997 - 11/10/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/06/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/06/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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