Joshua Wayne Wyatt

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

• 02/2014 → 02/2026
  Wells Fargo Bank Na
  Selma, AL
• 06/2018 → 02/2026
  Wells Fargo Clearing Services, Llc.
  Selma, AL
• 03/2026 → Present
  Partners Federal Credit Union
  Lake Buena Vista, FL
• 03/2026 → Present
  Lpl Financial
  Lake Buena Vista, FL

Previous Registrations

• 2018-12-05 → 2026-03-02
  Wells Fargo Clearing Services, Llc
  Selma, AL
  Birmingham, AL
  Mountain Brook, AL

Other Businesses

1. 03/2026 - Partners Federal Credit Union - Financial Institution Duty - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - Orlando, FL, 32830, - OBA Start Date: 03/04/2026 2. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Partners Retirement and Wealth Management - Inv Rel - At Reported Business Location (s) - Start Date : 03/2026

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-12-05
• S63 Uniform Securities Agent State Law Examination
  2018-08-30

Other Names

• Josh Wayne Wyatt