Joseph Pedro
Joseph Pedro is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 37 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
4707 Executive Dr, San Diego, CA, 92121-3091
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2009Other Business ActivitiesSells Insurance
Joseph operates his LPL business through St. Pedro & Associates Inc., dedicating nearly full-time hours to it. He also co-owns real estate rental properties and spends minimal time on non-variable insurance sales.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Capital Analysts, IncorporatedBroker
Locust Street Securities, INC.Broker
State Registrations20 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.