Joshua Aaron Lusby

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

• 03/2015 → Present
  Selco Credit Union
  Selco Credit Union, OR
• 03/2015 → 05/2025
  Cuso Financial Services, Lp
  Eugene, OR
• 05/2025 → Present
  Lpl Financial Llc
  Springfield, OR

Previous Registrations

• 2015-05-15 → 2025-05-15
  Cuso Financial Services, L.P.
  Eugene, OR
  Eugene, OR
  Eugene, OR
  Eugene, OR
  Albany, OR
  Salem, OR
  Portland, OR
  Springfield, OR

Other Businesses

1- 05/15/2025 - SELCO Investment & Retirement Services- DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 04/25/2025 - 160 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2015-05-14

Other Names

• Josh Lusby
• Joshua A Lusby