Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Randall Little is a financial advisor who has been in the industry since December 14, 2022. Joshua currently works with LPL Financial LLC. Joshua is registered with the state of Alabama. Joshua holds Series 7TO, Series 66 and SIE licenses. The advisor works with individual clients, high net worth individuals, pension and profit sharing plans, corporations, insurance companies, charitable organizations and other clients. Joshua is registered with the following states: Alabama, Florida, Tennessee, Texas.
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
AL
01/23/2023 - Present
LPL Financial LLC (MOUNTAIN BROOK AL)
BOTH
Issued 01/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Joshua Little is the right advisor for you? Invested Better is here to help.
