Joshua Howell
Investment adviser representative at LPL Financial LLC
24 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
24 years in the industry.
- LPL Financial LLCMay 2025 to now
- Fairwinds Credit UnionAug 2024 to now
- Univeristy of FloridaAug 2021 to now
- Cuso Financial Services, LPAug 2024 to Jun 2025
- Equitable Life Insurance CompanyJun 2024 to Aug 2024
- Ca VenturesAug 2022 to Apr 2023
- UnemployedDec 2002 to Aug 2021
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7976540
- Firm CRD
- 6413