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JH
CFP
JH
CFP

Joy Hurst

LPL Financial LLC
37 Years of Experience
Warner Robins, GA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Joy Hurst is a CFP-designated registered investment advisor at LPL Financial LLC, based in Warner Robins, GA, with 37 years of industry experience. Joy 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

209 Independence Dr., Warner Robins, GA, 31088

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Joy is involved with Kite Property Management, providing bookkeeping and administrative services for her HOA, which takes minimal time. She also operates Hurst Wealth Management, LLC as a DBA for her LPL business and sells non-variable insurance, dedicating minimal time to it.

Employment History
Current Registrations
LPL Financial LLC
March 2003 - Present · 23 yrs 7 mos
LPL Financial LLCBroker
September 2002 - Present · 24 yrs 1 mo
Previous Registrations
Ppa Investments, INC.Broker
April 2001 - December 2001 · 8 mos
Raymond James Financial Services, INC.Broker
May 1996 - March 2001 · 4 yrs 10 mos
Ppa Investments, INC.Broker
May 1992 - April 1996 · 3 yrs 11 mos
Investment Management & Research, INCBroker
August 1990 - April 1992 · 1 yr 8 mos
Ppa Investments, INC.Broker
February 1989 - August 1990 · 1 yr 6 mos
Painewebber IncorporatedBroker
February 1988 - July 1988 · 5 mos
State Registrations15 states
ALCACODEFLGAMSMTNCOKPASCTNTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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