Joshua Terrell
Advisor at LPL Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
LPL Financial
Location
Chesterfield, MO 63017
Credentials
Series 66
Industry experience
3 years
About
Joshua Terrell is a financial advisor with LPL Financial in Higginsville, MO, holding a Series 66 license and three years of industry experience. His prior roles include positions at Central Trust Bank, Truman Title, and UCM Surplus. Outside of finance, he serves as a swim coach for the Warrensburg Piranhas Swim Club. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a range of investment solutions supported by an in-house research team and combines advisory services with non-advisory products such as insurance and lending options.
Client services
Based on LPL Financial
Financial planning
Portfolio management
Educational seminars or workshops
Consulting and other non-discretionary advisory services
Consulting and other non-discretionary advisory services
Expertise
Based on LPL Financial
Wealth management
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Tax-loss harvesting
Fee options
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.
Financial planning hourly fees up to $500 per hour.
Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.
Location
1700 Clarkson Rd
Chesterfield, MO 63017
Most active in
Joshua T has reported serving >5 clients in these states in the last 12 months.
Missouri
Work history
LPL Financial
2021 - Present (5 years)
Central Trust Bank
2021 - Present (5 years)
Truman Title
2021 - 2021 (1 year)
Warrensburg Piranhas
2020 - Present (6 years)
UCM Surplus
2018 - 2021 (3 years)
UCM
2016 - 2018 (2 years)
Midwest Pool Management
2015 - 2018 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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