JD
JD

Joseph Dorrycott

33 Years of Experience
Irwin, PA
Broker

Joseph Dorrycott is a registered investment advisor at LPL Financial LLC, based in Irwin, PA, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

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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Employment History
Current Registrations
LPL Financial LLCBroker
December 2017 - Present · 8 yrs 5 mos
LPL Financial LLC
December 2017 - Present · 8 yrs 5 mos
Previous Registrations
Oppenheimer & CO. INC.Broker
January 2009 - December 2017 · 8 yrs 11 mos
Oppenheimer & CO. INC.
January 2009 - December 2017 · 8 yrs 11 mos
Janney Montgomery Scott LLC
May 2006 - January 2009 · 2 yrs 8 mos
Janney Montgomery Scott LLCBroker
January 2001 - January 2009 · 8 yrs
A. G. Edwards & Sons, INC.Broker
March 1993 - February 2001 · 7 yrs 11 mos
L.C. Wegard & CO., INC.Broker
April 1992 - March 1993 · 11 mos
State Registrations18 states
AZDEFLGAINMDMIMNNCNJNVNYOHPASCTXVAWV
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.