Joseph Inskeep
Investment adviser representative at LPL Financial LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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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
20 years in the industry.
- 512 Seasoning CoMay 2019 to now
- LPL Financial LLCDec 2002 to now
- Mwa Financial Services IncMar 2021 to Dec 2022
- Modern Woodmen of AmericaJan 2021 to Dec 2022
- Ark FinancialAug 2018 to May 2019
- Ark Financial Advisors, LLCAug 2018 to May 2019
- Integrated Advisors NetworkJun 2017 to Aug 2018
- Dfpg Investments, Inc.Jul 2015 to Aug 2018
- Advanced Wealth StrategiesJan 2013 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 5617571
- Firm CRD
- 6413