Josh Lock
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Josh Lock Email & Phone Number

Financial Advisor - Registered Representative at LPL Financial
Location: Beloit, Wisconsin, United States 6 work roles 2 schools
2 phones found area 608 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 2 phones

Direct phone (608) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Financial Advisor - Registered Representative
Location
Beloit, Wisconsin, United States
Company size

Who is Josh Lock? Overview

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Quick answer

Josh Lock is listed as Financial Advisor - Registered Representative at LPL Financial, a with 7900 employees, based in Beloit, Wisconsin, United States. AeroLeads shows phone signal with area code 608 and a matched LinkedIn profile for Josh Lock.

Josh Lock previously worked as Financial Advisor - Registered Representative at Lpl Financial - Servicing Advia Credit Union and Registered Representative at Lpl Financial. Josh Lock holds Associates, Business Management from Blackhawk Technical College.

Company email context

Email format at LPL Financial

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LPL Financial

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Profile bio

About Josh Lock

As a dedicated financial professional, I'm passionate about guiding individuals and families towards financial success. Through personalized financial planning and expert advice, I help clients achieve their goals and build a strong financial foundation. With a deep commitment to understanding each client's unique needs, I provide tailored solutions that address their specific circumstances.Whether you're starting a family, planning for retirement, or navigating life's unexpected twists and turns, I'm here to guide you every step of the way. Together, we'll create a personalized financial roadmap that aligns with your aspirations and helps you make informed decisions. Please contact me for a no-cost, no-obligation initial consultation.You can reach me at: 844-238-4228 ext. 1461josh.lock@lpl.comSecurities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. Advia Credit Union and Advia Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Advia Financial Advisors, and may also be employees of Advia Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Advia Credit Union or Advia Financial Advisors. Securities and insurance offered through LPL or its affiliates are:• Not Insured by NCUA or Any Other Government Agency• Not Credit Union Guaranteed• Not Credit Union Deposits or Obligations• May Lose ValueThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Listed skills include Inventory Management, Maintenance And Repair, Order Management, Microsoft Excel, and 23 others.

Current workplace

Josh Lock's current company

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LPL Financial
Lpl Financial
Financial Advisor - Registered Representative
san diego, california, united states
Website
Employees
7900
AeroLeads page
6 roles

Josh Lock work experience

A career timeline built from the work history available for this profile.

President

Jl Handcraft

Janesville/Beloit, Wisconsin Area

Custom carpentry, woodworking, wood repurposing, furniture, home decor, handy man services as well as consulting, solutions, and brand development via partners Compass and LTX Holdings

Dec 2019 - Sep 2024

Financial Advisor

Beloit, Wisconsin, United States

Your financial goals are important, let's work together so they can work for you and your family's future.

Sep 2023 - Jul 2024

Marketing Operations Manager

Beloit, Wisconsin

Oversee marketing operations, community outreach and events. Previous experience with training, scheduling, inventory, labor management, hiring, maintenance, data tracking, audits

Jan 1998 - Aug 2023

Team Trainer

Beloit, Wisconsin

Training staff, running shifts, cash control, food preperation

Oct 2007 - Mar 2008
Team & coworkers

Colleagues at LPL Financial

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2 education records

Josh Lock education

Associates, Business Management

Blackhawk Technical College

Activities and Societies: None

High School Diploma, Business Administration And Management, General

Clinton High School

Activities and Societies: Band, Golf Team

FAQ

Frequently asked questions about Josh Lock

Quick answers generated from the profile data available on this page.

What company does Josh Lock work for?

Josh Lock works for LPL Financial.

What is Josh Lock's role at LPL Financial?

Josh Lock is listed as Financial Advisor - Registered Representative at LPL Financial.

What is Josh Lock's phone number?

AeroLeads has found 2 phone signal(s) with area code 608 for Josh Lock at LPL Financial.

Where is Josh Lock based?

Josh Lock is based in Beloit, Wisconsin, United States while working with LPL Financial.

What companies has Josh Lock worked for?

Josh Lock has worked for Lpl Financial - Servicing Advia Credit Union, Lpl Financial, Jl Handcraft, Thrivent, and Culver'S Restaurants.

Who are Josh Lock's colleagues at LPL Financial?

Josh Lock's colleagues at LPL Financial include Kathleen Charles, Cfp®, Jacob Isenberg, Michael Epolito, Rahul Dwivedi, and Sam Petetti.

How can I contact Josh Lock?

You can use AeroLeads to view verified contact signals for Josh Lock at LPL Financial, including work email, phone, and LinkedIn data when available.

What schools did Josh Lock attend?

Josh Lock holds Associates, Business Management from Blackhawk Technical College.

What skills is Josh Lock known for?

Josh Lock is listed with skills including Inventory Management, Maintenance And Repair, Order Management, Microsoft Excel, Food Cost Management, Data Analysis, Marketing, and Hiring Practices.

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