Joseph Bowers
Joseph Bowers is a registered investment advisor at LPL Financial LLC, based in West Chester, PA, with 41 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
West Chester, PA
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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 receives non-variable insurance commission trails since 1997 and has been doing tax preparation/accounting/CPA work since 1982. The tax work takes about 10-20% of Joseph's time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ic Advisory Services, INC.
Ic Advisory Services, INC.
The Investment Center, INC.Broker
Ifg Network Securities, INC.Broker
Chubb Securities CorporationBroker
Guardian Investor Services CorporationBroker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
American Preferred Securities, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Cardell & Associates, IncorporatedBroker
Private Ledger Financial Services, IncorporatedBroker
State Registrations17 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.