Joshua Cole Robertson
Investment adviser representative at LPL Financial LLC
8 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
8 years in the industry.
- LPL Financial LLCJun 2022 to now
- Njn Financial GroupOct 2023 to Apr 2025
- Exchange BankAug 2023 to Dec 2023
- Ave Wealth ManagementMay 2022 to Oct 2023
- University of Nebraska At KearneyMay 2021 to May 2025
- StudentJan 2015 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NE, 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
- 7586139
- Firm CRD
- 6413