Joseph Campisi
Joseph Campisi is a registered investment advisor at LPL Financial LLC, based in Riverhead, NY, with 42 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
727 Union Avenue, Riverhead, NY, 11901
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2006Other Business Activities
Joseph operates Harbour Financial as a DBA for his LPL business. He spends nearly full-time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ic Advisory Services, INC.
The Investment Center, INC.Broker
The Investment Center, INC.
Pgp Financial, INC.Broker
Linsco/private Ledger CORP.Broker
Prime Capital Services, INC.Broker
W. S. Griffith & CO., INC.Broker
Phoenix Equity Planning CorporationBroker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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