Joe Osbourn is a registered investment advisor at LPL Financial LLC, based in Bandera, TX, with 32 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
910 12th Street Suite B, Bandera, TX, 78003
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joe operates Osbourn Financial as a DBA for his LPL business, dedicating about 10-20% of his time. He also manages D M Osbourn Minerals LLC and Osbourn Ranch, spending minimal time on the former and about 10-20% of his time on the latter.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ic Advisory Services, INC.
The Investment Center, INC.Broker
PFS Investments INC.Broker
State Registrations6 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.