Joseph Tyrone Boswell
Investment adviser representative at LPL Enterprise, LLC
29 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 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
29 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaJan 2024 to now
- Pruco Securities LLCJan 2024 to Nov 2024
- UnemployedApr 2023 to Jan 2024
- Tata Consultancy Services (tcs)Oct 2022 to Apr 2023
- Transamerica Capital, Inc.Oct 2022 to Apr 2023
- UnemployedDec 2021 to Oct 2022
- Trinity Wealth Securities L.L.CSep 2019 to Dec 2021
- Florida Financial AdvisorsMar 2019 to Oct 2019
- Ifs Securities Inc.Jun 2018 to Mar 2019
- Mcadams FinancialMar 2018 to Jun 2018
- US Air Force - RetiredJul 2017 to Mar 2018
- US Air ForceJul 1997 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 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
- 6970643
- Firm CRD
- 8733