Joshua
Bliss

Lpl Financial LLC

CRD#4875381
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Joshua Bliss is a financial advisor who works out of Scottsdale, Arizona with a total of 3 years of industry experience. Bliss is an advisor for Lpl Financial LLC. During their career, the advisor has held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Morgan Stanley, Farm Bureau, Fbl Marketing Services LLC and Lpl Financial LLC. Bliss has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Arizona, California and Texas. Lpl Financial LLC is a registered investment business based in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 people on staff. It has $368 billion in assets under management across its 1,688,501 accounts, placing it among the largest firms in the country by assets under management. The firm advises 3,425 charities and foundations. Of its 1,688,501 accounts, 31% are held by high-net-worth individuals who have greater than $1 million in assets. Lpl Financial LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules usually vary depending on the financial services provided. Fees charged by Lpl Financial LLC likely consist of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

Scottsdale, AZ

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

AZ Average: $646,059,043
Total Number of Employees

31,366

AZ Average: 13
Total Number of Accounts

1,688,501

AZ Average: 661
Average Account Size

$217,956

AZ Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Joshua Bliss Work History

Joshua has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Lpl Financial LLC

2019 - 2020 (1 year)

Farm Bureau

2019 - 2020 (1 year)

Fbl Marketing Services LLC

2017 - 2018 (1 year)

Morgan Stanley

2016 - 2017 (1 year)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joshua Bliss to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Daniel Mehan
Chico, CA
Rebecca Chiccino
Charlestown, MA
Keith Clark
Corpus Christi, TX
Hope Hoch
Oldsmar, FL
Adam Chaney
Naperville, IL
Scott Feher
Walnut Creek, CA
John Gehlhaart
Waukesha, WI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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