Joseph Powell Naylor

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

• 05/2019 → 08/2019
  Desert Mutual Benefits Administrator
  Salt Lake City, UT
• 06/2014 → 04/2020
  Brigham Young University
  Provo, UT
• 09/2019 → 01/2025
  Dentist Advisors
  South Jordan, UT
• 01/2025 → Present
  Lpl Financial, Llc
  American Fork, UT

Previous Registrations

• 2024-10-21 → 2025-01-08
  Dentist Advisors
  Salt Lake City, UT
  South Jordan, UT

Other Businesses

1- 02/11/2025 - Dentist Advisors - Outside/W-2 Employment - Not Inv Rel - Start date: 01/01/2025 - 5Hrs/mnth 2- 02/11/2025 - Powell Naylor LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Rel - Home Based - Start date: 01/01/2025 - 160Hrs/mnth 5 hrsduring trading 3. 07/29/2025 - Gauge Financial Planning - DBA for LPL Business (entity for LPL business) - Inv Rel - At reported business location(s) - Start date: 07/28/2025 - 5Hrs/mnth.

Exams

• S66 Uniform Combined State Law Examination
  2025-03-15

Designations

• Certified Financial Planner