Joshua Mason Granger
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 LLCJul 2021 to now
- Super Team LLCAug 2020 to Jul 2021
- Mt Fish Wildlife and ParksJun 2020 to Jul 2021
- Special Olympics MontanaDec 2017 to Aug 2020
- Great Falls City Parking Advisory CommissionSep 2017 to Sep 2018
- Great Falls Chamber of CommerceJul 2017 to Aug 2020
- Front Range Group LLCJan 2017 to Jul 2021
- Leadership Great FallsAug 2015 to Jul 2021
- Soccer CoachAug 2015 to Jun 2017
- Various Insurance Carriers for W & R Insurance AgenciesJul 2014 to Jul 2021
- Waddell & Reed, IncJul 2014 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (MT, 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
- 6368106
- Firm CRD
- 6413