Joseph Pedro
Joseph Pedro is a registered investment advisor at LPL Financial LLC, based in Royersford, PA, with 37 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
460 South Lewis Road Suite 101, Royersford, PA, 19468
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.
Exams
More Advisors
- Richard StormsLPL Financial LLC
- Andrew Hoff, ChFCCommonwealth Financial Network
- Selden Staples, CFPJanney Montgomery Scott LLC