Joshua Stidham is a CFP-designated registered investment advisor at LPL Financial LLC, based in Knoxville, TN, with 8 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
6025 Brookvale Lane, Suite 160, Knoxville, TN, 37919
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joshua provides investment advisory services through Tennessee Valley Asset Management Partners, LLC, an independent investment advisor firm, since April 2024. This activity takes nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLCBroker
Tvamp, LLC
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations6 states
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