Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Dunlop is a financial advisor registered with LPL Financial LLC. Joshua has been in the financial industry since March 18, 2014. He is also registered as an Investment Advisor Representative in the state of Colorado. Joshua has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Joshua provides a range of financial services including financial planning, portfolio management, and consulting. Joshua is also experienced in securities trading and is licensed to sell securities in multiple states.
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
CO
08/11/2022 - Present
LPL Financial LLC (CENTENNIAL CO)
CO
11/10/2020 - 03/31/2021
CALTON & ASSOCIATES, INC. (Centennial CO)
CO
06/14/2012 - 04/12/2019
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
BOTH
Issued 12/20/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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