Joseph Centra is a registered investment advisor at LPL Financial LLC, based in Rye Brook, NY, 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
2 International Dr, Ste 110, Rye Brook, NY, 10573-1063
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is involved with Allocation Resource Group, LLC, providing tax preparation, accounting, and CPA services, but dedicates no time to it. He also operates his LPL business under the Allocation Resource Group DBA, dedicating nearly full-time hours to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Grove Point Advisors, LLC
Grove Point Investments, LLCBroker
A.J. Michaels & CO., LTD.Broker
Titan/value Equities Group, INC.Broker
Jonathan Alan & CO., INC.Broker
First Investors CorporationBroker
State Registrations27 states
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