Joshua Ian Houle
Investment adviser representative at LPL Financial LLC
15 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
15 years in the industry.
- LPL Financial LLCAug 2024 to now
- Steward Partners Investment Solutions, LLCMay 2022 to Aug 2024
- Rockwell PropertiesJun 2018 to Apr 2019
- Steward Partners Global Advisory, LLCNov 2016 to Aug 2024
- Steward Partners Investment Advisory, LLCNov 2016 to Aug 2024
- Raymond James Financial Services, Inc.Nov 2016 to May 2022
- Edward JonesFeb 2011 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (NH).
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
- 5887939
- Firm CRD
- 6413