Joshua John Potter
Investment adviser representative at LPL Financial LLC
19 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- LPL Financial LLCNov 2025 to now
- Forster FinancialNov 2025 to now
- Hawk FinancialJan 2013 to now
- Osaic Wealth, Inc.Jun 2024 to Nov 2025
- Securities America, Inc.Sep 2020 to Jun 2024
- Downriver Capital Management, LLCJun 2016 to Jun 2017
- Simple Wealth, LLCNov 2010 to Nov 2025
- Securities Service Network, Inc.Aug 2007 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (WA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2633991
- Firm CRD
- 6413