Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Wells is a financial advisor at LPL Financial LLC. Joshua has been in the financial industry since July 2014 and is registered with the state of Tennessee as an Investment Advisor Representative. Joshua also holds the Series 66, Series 7 and SIE securities licenses. Joshua previously worked at CUNA Brokerage Services, Inc. Joshua’s experience includes providing financial planning and investment advice to individuals, corporations, and other institutions. 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.
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
TN
05/18/2022 - Present
LPL Financial LLC (MANCHESTER TN)
TN
07/17/2014 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Manchester TN)
BOTH
Issued 08/07/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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