Joseph Gillespie
Joseph Gillespie is a registered investment advisor at LPL Financial LLC, based in San Antonio, TX, with 35 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
8000 Ih-10 West Suite 1500, San Antonio, TX, 78229
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Regulatory History (1)
Customer Dispute
November 2016Other Business ActivitiesSells Insurance
Joseph works full-time for Gladstone Wealth Partners as a DBA for LPL Business since February 2022. He also works as an insurance agent for Massachusetts Casualty Ins. Co. since 1999 and for an Insurance Agency since August 2023, dedicating minimal time to the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Trinity Securities, INC.Broker
USAA Investment Management CompanyBroker
Equity Services, INC.Broker
Fortis Investors, INC.Broker
Nylife Securities INC.Broker
Pruco Securities CorporationBroker
State Registrations12 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.