Joshua Marshall Stencler

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 06/2021 → 07/2021
  Mml Investors Services, Llc
  Charleston, SC
• 01/2021 → 07/2021
  Mass Mutual Life Insurance Company
  Charleston, SC
• 02/2018 → 04/2020
  Homestar Remodeling
  Wilmington, DE
• 08/2020 → 11/2020
  Orange Elephant Roofing
  North Charleston, SC
• 05/2011 → 01/2018
  Education
  Elizabethtown, PA
• 04/2020 → 08/2020
  Unemployed
  Philadelphia, PA
• 08/2020 → 03/2021
  Unemployed
  North Charleston, SC
• 08/2021 → 09/2021
  Raymond James Financial Services
  Doylestown, PA
• 08/2021 → 10/2025
  Wealth Advisory Services
  Doylestown, PA
• 09/2021 → 10/2025
  Lpl Financial, Llc
  Warminster, PA
• 10/2025 → Present
  Wells Fargo Advisors Financial Network, Llc
  Warminster, PA

Previous Registrations

• 2022-04-29 → 2025-10-22
  Lpl Financial Llc
  Doylestown, PA

Other Businesses

1. 09/24/2021 - WEALTH ADVISORY SERVICES/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 100%/ WARMINSTER, PA 2. 09/24/2021 - BOOK OF BROKERS/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 1%/ WARMINSTER, PA 3. 09/24/2021 - GLADSTONE WEALTH PARTNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 100%/ WARMINSTER, PA

Exams

• S66 Uniform Combined State Law Examination
  2022-04-28
• S63 Uniform Securities Agent State Law Examination
  2021-12-17

Other Names

• Joshua Stencler