Sharon Joseph
Sharon Joseph is a registered investment advisor at LPL Financial LLC, based in Fredericksburg, TX, with 42 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
Fredericksburg, TX
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2008Other Business ActivitiesSells Insurance
Sharon is involved with non-variable insurance through Financial Resources of Kansas City, dedicating nearly full-time hours to this activity. She also operates Joseph Financial Partners as a DBA for her LPL business, conducts seminars for women, and owns S & J Properties.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Arneson, Kercheville and Associates, INC.Broker
Invest Financial CorporationBroker
Mainland Securities CORP.Broker
Texas First Brokerage Services, INC.Broker
Rotan Mosle INC.Broker
State Registrations32 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.