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Joshua Heath Barnard

Advisor at LPL Enterprise — Fayetteville, AR

Updated today

Credentials

ChFC®, Series 63, Series 65, Series 66

Experience

20 years

Location

Fayetteville, AR 72703

LPL Enterprise logo

LPL Enterprise

Institution

Total advisors

3,115

Across 864 offices

Clients per advisor

33 Very Low

Avg AUM per client

$239,757 Very Low

HNW client ratio

22% Typical

About

Joshua Barnard is a financial advisor with LPL Enterprise holding the ChFC® designation and Series 63, 65, and 66 licenses. He has 20 years of industry experience, with prior roles at Prudential Insurance Company of America, Pruco Securities, Arvest Wealth Management, and Securian Financial Services. Barnard serves on the board of Returning Home, a nonprofit providing transitional living programs for individuals paroled from prison. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and provides access to third-party asset managers, financial planning, and insurance products through a broad network of investment adviser representatives.

Client services

Based on LPL Enterprise

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Enterprise

Tax-loss harvesting

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services through LPLE where commissions and trails are earned; commissions on sales of insurance products.

Project-based

Up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Financial planning and consulting fees typically range from $0 to $15,000 or up to $500 per hour, may be flat or hourly fees as negotiated; fees may be discounted or complimentary.

Location

See office

Fayetteville, AR

4257 N. Gable Drive, 2 B

Fayetteville AR 72703

Advisors at this office

1

Most active in

Arkansas

Work history

20 years of industry experience

LPL Enterprise

2024 - Present • 2 years

Fayetteville, AR

Prudential Insurance Company of America

2020 - Present • 6 years

Overland Park, KS

Pruco Securities, LLC.

2020 - 2024 • 4 years

Overland Park, KS

Arvest Wealth Management

2018 - 2020 • 2 years

Fayetteville, AR

Barnard's Dojo, Inc.

2011 - 2018 • 7 years

Fort Lauderdale, FL

Marathon Advisors, Inc

2006 - 2007 • 1 year

Miami, FL

Securian Financial Services, Inc.

2003 - 2010 • 7 years

Miami, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Jeannette T

Series 66

Farmington, AR

Hulsey Capital Management, Inc.

Jeannette Thomas is a financial advisor with Hulsey Capital Management, Inc. She holds a Series 66 designation and has 15 years of industry experience. In addition to her advisory role, she is a 49% owner of an accounting and bookkeeping firm where she provides seasonal support during tax season. She also maintains her insurance license to assist clients with fixed insurance needs as necessary. Hulsey Capital Management offers discretionary investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm uses a combination of fundamental and technical analysis to tailor portfolios based on clients’ goals and risk tolerance, integrating financial planning and consulting within its wealth management services.

Wealth management College savings (529s, UTMA, etc.)
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Darren V

Series 63, Series 65

Lowell, AR

Tekton Wealth Advisors

Darren Vilardo Sr. is a financial advisor with Tekton Wealth Advisors in Lowell, Arkansas, holding Series 63 and 65 licenses and bringing 24 years of industry experience. His prior work includes roles at DaVinci Wealth, Retirement Wealth Advisors, Delta Investment Management, and Lifeworks Advisors. He is also involved with Tekton Wealth Insurance Services, LLC, where he operates as a licensed insurance agent providing life and long-term insurance solutions. Tekton Wealth Advisors is an independent registered investment adviser that offers financial planning, consulting, and portfolio management for individuals, trusts, and estates. The firm constructs client portfolios through selected independent managers or personalized asset mixes using various analytical approaches and provides both project-based and ongoing financial planning services.

General retirement planning Wealth management Long-term care insurance General tax planning General estate planning guidance
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James S

Series 63, Series 66, Series 65

Fayetteville, AR

SignalUp Wealth, LLC

James Smith is a financial advisor at SignalUp Wealth, LLC in Fayetteville, Arkansas, holding Series 63, Series 65, and Series 66 licenses with 15 years of industry experience. His prior roles include positions at SignalPoint Asset Management and Ameriprise Financial Services. Outside of advising, he is a partner in Oooweee, LLC, a commercial real estate entity. SignalUp Wealth, LLC provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, business entities, and qualified retirement plans. The firm offers portfolio management using fundamental, technical, and charting analysis and provides formal pension consulting and ERISA 3(21) fiduciary services.

Wealth management
user avatar

John C

Series 66

Fayetteville, AR

Holy City Prosperity, LLC

John Cingolani is a financial advisor at Holy City Prosperity, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 10 years before founding his current independent firm. Holy City Prosperity serves individuals, high-net-worth clients, trusts, charitable organizations, and business entities, offering comprehensive portfolio management and financial planning services. The firm utilizes a combination of fundamental, technical, quantitative, cyclical, and sector analysis to implement tailored asset-allocation strategies, including the use of borrowing and leveraged ETFs in discretionary accounts.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Tax strategies for small businesses Founder/Business Owner
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Stephen S

CFP®, Series 63

Fayetteville, AR

Spicer Capital

Stephen Spicer is a CFP® with 11 years of experience in the financial services industry. He is the founder of Spicer Capital, LLC and has previously worked at API Financial Advisors, LLC and Symmetry Financial Group. He serves as a trustee for a non-marital family trust established for his son. Spicer Capital, LLC is an independent registered investment adviser managing approximately $5.86 million for 28 clients, including individuals, high-net-worth clients, trusts, small businesses, and retirement plans. The firm provides investment management, financial planning, insurance placement, and employer retirement plan services, utilizing a network of SEC-registered portfolio managers and offering educational resources to clients and the public.

Real estate investing Annuities General tax planning
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James W

Series 66

Fayetteville, AR

Sovereign Capital LLC

James Wheeler is a financial advisor at Sovereign Capital LLC in Fayetteville, AR, holding a Series 66 designation with eight years of industry experience. He previously worked at Arvest Wealth Management and Arvest Bank before founding Sovereign Capital in 2021. Outside of financial advising, he owns and operates Adventure Lawn Care LLC, a lawn service business. Sovereign Capital LLC provides discretionary and non-discretionary portfolio management and IRA rollover advice to individual and high-net-worth clients. The firm employs fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term trading strategies, with a notable focus on the use of derivatives and complex instruments tailored to client objectives.

Options & derivatives strategies Active portfolio management
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