Joshua Fowler (CRD# 7487823) is an Investment Advisor Representative working at Lpl Financial LLC in San Luis Obispo, CA and has 1 year of experience in the finance industry.
CRD# 1633454
Lpl Financial LLC
CRD# 6342307
San Luis Wealth Advisors
CRD# 4781575
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crew Wealth Management | San Luis Obispo, CA | Jan 2022 - Current | 2 |
| Lpl Financial, LLC | San Luis Obispo, CA | Jan 2022 - Current | 2 |
| Full Time Student | San Luis Obispo, CA | Aug 2021 - Dec 2021 | < 1 |
| Ameriprise Financial | Sacramento, CA | Jun 2021 - Aug 2021 | < 1 |
| Planet Fitness | Sacramento, CA | Jun 2021 - Aug 2021 | < 1 |
| Full Time Student | San Luis Obispo, CA | Aug 2020 - Jun 2021 | < 1 |
| Doordash | Sacramento, CA | Jun 2020 - Aug 2020 | < 1 |
| Full Time Student | Sacramento, CA | Aug 2019 - Jun 2020 | < 1 |
| Doordash | Sacramento, CA | Jun 2019 - Aug 2019 | < 1 |
| Full Time Student | San Luis Obispo, CA | Aug 2018 - Jun 2019 | < 1 |
| Jack's Urban Eats | Sacramento, CA | Jun 2017 - Jun 2018 | 1 |
| Student | Sacramento, CA | Feb 2012 - Jun 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2022 |
- CA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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