Joseph Delano
Joseph Delano is a registered investment advisor at LPL Financial LLC, based in Marlborough, MA, with 43 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
133 West Main Street, Marlborough, MA, 01752
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph is involved in several business activities, including outside insurance since 1995, Delano Financial Management since 2003, and St. Marys Retirement and Investment Services since 2005. He also serves as a non-profit board member for St. Mary's Credit Union, dedicating minimal time, and spends about a quarter of his time on Hanscom Investment Services.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Dean Witter Reynolds INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
E. F. Hutton & Company INCBroker
State Registrations40 states
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