Joseph Mcdonagh is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Hamden, CT, with 34 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
2319 Whitney Ave Suite 3D, Hamden, CT, 06518
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph operates his LPL business through Waddell & Reed, dedicating nearly full-time hours to securities trading. He also works for the Town of Hamden as an election worker, spending about 10-20% of his time in this role.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & ReedBroker
Waddell & Reed
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations7 states
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