Joshua William Willard

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → Present
  Lpl Financial, Llc
  Mountain Home, AR

Previous Registrations

• 2014-07-11 → 2016-06-02
  Benjamin F. Edwards & Company, Inc.
  St. Louis, MO
  Wichita, KS
  Harrison, AR
• 2008-05-21 → 2014-07-14
  Wells Fargo Clearing Services, Llc
  Harrison, AR
  Fayetteville, AR
  Mountain Home, AR

Other Businesses

1. 05/26/2016 - MOUNTAIN WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ GASSVILLE, AR 2. 05/26/2016 - JOSHUA WILLARD/ NON-VARIABLE INSURANCE/ 5%/ GASSVILLE, AR

Exams

• S66 Uniform Combined State Law Examination
  2008-05-19

Designations

• Certified Financial Planner