Joseph Perri
Joseph Perri is a registered investment advisor at LPL Financial LLC, based in Eatontown, NJ, with 39 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
145 Wyckoff Rd Ste 202B, Eatontown, NJ, 07724
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 1998Other Business ActivitiesSells Insurance
Joseph operates under the name Investment Advisors Financial Group as a DBA for his LPL business, dedicating about 10-20% of his time. He also sells fixed annuities through Edison Risk and Synchronize, spending a few hours per week on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Ameriprise Financial Services, INC.
Securities America, INC.Broker
Ameriprise Financial Services, INC.Broker
First Montauk Securities CORP.Broker
Reich & CO., INC.Broker
Prudential-Bache Securities INC.Broker
Thomson Mckinnon Securities INC.Broker
First Montauk Securities CORP.Broker
Nicholas, Lawrence & CO. INC.Broker
Jersey Capital Markets Group INC.Broker
Investors Center IncorporatedBroker
State Registrations2 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.