Joshua Myles Burchfield
Investment adviser representative at LPL Financial LLC
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- LPL Financial LLCMar 2026 to now
- Burchfield Financial Services (dba)Nov 2023 to now
- Business Advisors, LLCMar 2019 to Nov 2021
- Union FinancialDec 2017 to Jun 2019
- Principal Securities IncMar 2016 to Mar 2026
- Oracle FinancialJan 2015 to Aug 2018
- Principal Life Insurance CompanyJun 2014 to Mar 2026
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 5704795
- Firm CRD
- 6413