Joshua
Donley

Lpl Financial LLC

CRD#4556907
Investment Advisor
in Winston Salem, NC

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Joshua Donley is a certified financial planner operating out of Winston Salem, North Carolina with 12 years of relevant experience. Donley is an employee of Lpl Financial LLC. They have spent their whole employment at Lpl Financial Llc. Donley holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in North Carolina and Texas. Lpl Financial LLC is a registered investment company that has its headquarters in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 people on staff. It handles $368 billion in assets among its 1,688,501 accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advisory services to 3,425 charitable organizations. Of its 1,688,501 accounts, 31% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The company offers a broad range of services, including 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 depend on which services the firm provides the client. Fees charged by Lpl Financial LLC may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

12 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

4505 Country Club Rd Ste 210
Winston Salem, NC 27104-3509

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

NC Average: 13
Total Number of Accounts

1,688,501

NC Average: 661
Average Account Size

$217,956

NC 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 Donley Work History

Joshua has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Lpl Financial 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 Donley 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
Nicholas Petralia
Naples, FL
James Mullen
The Villages, FL
Joseph Sarbello
Sea Girt, NJ
Robert Notarfrancesco
Bridgeport, CT
Gregory Yuen
Aptos, CA
Hyun Song
Vienna, VA
Joseph Praino
Purchase, NY

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started