Joshua
Atkins
Lpl Financial LLC
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About this Advisor
Joshua Atkins is a financial advisor based in Peoria, Illinois, working with Lpl Financial LLC. Joshua has previously held positions at Mstc, Gateway Liquors, Eastern Illinois University, Community College Of Chicago, Heartland Community College, Illinois State University, Equitable Advisors, LLC, Lpl Financial LLC, and Cefcu. Joshua has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Joshua is part of Lpl Financial LLC, which operates out of Peoria, Illinois. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
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 Atkins Work History
Lpl Financial LLC
Cefcu
Equitable Advisors, LLC
Mstc
Gateway Liquors
Eastern Illinois University
Eastern Illinois University
Community College Of Chicago
Heartland Community College
Illinois State University
Disclosures
Please visit the SEC profile of Joshua Atkins 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
Fort Mill, SC
Fort Mill, SC
Cohasset, MA
Metairie, LA
Dublin, CA
South Portland, ME
San Antonio, TX
Austin, TX
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