Joshua Dove

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

• 02/2022 → 02/2025
  The Vanguard Group, Inc
  Charlotte, NC
• 09/2014 → 12/2017
  Acts Retirement-Life Communities
  Matthews, NC
• 08/2015 → 01/2018
  Central Piedmont Community College
  Charlotte, NC
• 07/2018 → 01/2019
  Jets Pizza
  Matthews, NC
• 08/2019 → 02/2020
  Parking Management Company
  Charlotte, NC
• 02/2020 → 04/2020
  Nfp Advisor Services
  Charlotte, NC
• 01/2018 → 07/2020
  Unc Charlotte
  Charlotte, NC
• 07/2020 → 09/2020
  Unemployed
  Charlotte, NC
• 09/2020 → 12/2021
  Better Mortgage Company
  Charlotte, NC
• 12/2021 → 02/2022
  Unemployed
  Charlotte, NC
• 02/2025 → Present
  Lpl Financial Llc
  Fort Mill, SC

Exams

• S66 Uniform Combined State Law Examination
  2025-04-14
• S63 Uniform Securities Agent State Law Examination
  2022-04-19

Other Names

• Josh Dayne Dove
• Joshua Dove
• Joshua Dayne Dove