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Joshua B

Series 63, Series 65

West Jordan, UT

LPL Financial

Joshua Black is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining LPL Financial in 2026, he held advisory and registered representative roles at Black Crest Investments, Kestra Advisory Services, Kestra Investment Services, and Woodbury Financial Services. Outside of his advisory work, he is an owner of Innovative Tax and Financial Solutions LLC, where he assists in evaluating real estate properties and collaborates with property management. LPL Financial serves a broad client base including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive advisory and brokerage services, including discretionary and non-discretionary management, various advisory programs, and access to model portfolios and research.

College savings (529s, UTMA, etc.)
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