Best Investors Account Sign in

Joshua David Funk

LPl Financial LLC

Twin Falls, ID

Claim This Profile
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2021-07-21
TX RA APPROVED_RES 2021-07-21
  • ID RA
    APPROVED
    Since 2021-07-21
  • TX RA
    APPROVED_RES
    Since 2021-07-21

Branch Locations

1146 Eastland Dr N, Twin Falls, ID 83301-8941 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed, Inc. Twin Falls ID 03/2007 07/2021
Various Insurance Carriers For W & R Insurance Agencies Kimberly ID 04/2007 07/2021
Blue Shield Of Idaho Kimberly ID 01/2010 06/2018
Lpl Financial Llc Twin Falls ID 07/2021 Present
  • 03/2007 → 07/2021
    Waddell & Reed, Inc.
    Twin Falls, ID
  • 04/2007 → 07/2021
    Various Insurance Carriers For W & R Insurance Agencies
    Kimberly, ID
  • 01/2010 → 06/2018
    Blue Shield Of Idaho
    Kimberly, ID
  • 07/2021 → Present
    Twin Falls, ID
Previous Registrations
  • 2007-04-25 → 2021-07-21
    Waddell & Reed
    Twin Falls, ID
    Idaho Falls, ID
    Seattle, WA
    Twin Falls, ID
Other Businesses

1- 07/2021 / DBA for LPL Business (entity for LPL business) / WRI Investments / Investment Related / TWIN FALLS, Idaho

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-04-23
  • S66 Uniform Combined State Law Examination
    2007-04-23
Other Names
  • Josh Funk

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Twin Falls, ID

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor