Joshua Ryan Atkins
Investment adviser representative at LPL Financial LLC
8 yearsExperience
1 stateRegistered 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
8 years in the industry.
- CefcuJul 2022 to now
- LPL Financial LLCJul 2022 to now
- UnemployedMay 2022 to Jul 2022
- Equitable Advisors, LLCFeb 2021 to May 2022
- UnemployedNov 2020 to Feb 2021
- MstcAug 2020 to Nov 2020
- Gateway LiquorsMay 2019 to Aug 2020
- Eastern Illinois UniversityJan 2018 to May 2020
- Community College of ChicagoAug 2017 to Jan 2018
- UnemployedMay 2017 to Aug 2017
- Illinois State UniversityAug 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7288738
- Firm CRD
- 6413