Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Ian Houle is a financial advisor registered with LPL Financial LLC. Joshua is based in KEENE, NH, and has been working in the industry since 2011. Joshua has a strong background in financial planning, portfolio management, and investment advisory services. Joshua has earned the Certified Financial Planner designation. Currently, Joshua is registered in 13 states and has passed several industry exams, including the Series 7, Series 66, and SIE. Joshua has experience with a variety of clients, including high-net-worth individuals, corporations, and pension plans.
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.
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2
NH
08/15/2024 - Present
LPL Financial LLC (KEENE NH)
NH
05/27/2022 - 08/30/2024
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC (KEENE NH)
NH
11/03/2016 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (KEENE NH)
NH
03/24/2011 - 11/04/2016
EDWARD JONES (keene NH)
BOTH
Issued 04/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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