Joseph Globensky
Joseph Globensky is a registered investment advisor at Private Advisor Group, LLC, based in Springfield, IL, with 31 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
3330 Ginger Creek Dr, Suite C, Springfield, IL, 62711
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph provides investment advisory services through Private Advisor Group and Broadway Graham Wealth Partners, spending nearly full-time hours on these activities. He is also a non-variable insurance agent through Broadway Graham Wealth Partners, dedicating about 10-20% of his time, and has a business entity for tax/investment purposes, requiring minimal time.
Employment History
Current Registrations
Private Advisor Group, LLC
Previous Registrations
LPL Financial LLCBroker
Lincoln Financial Securities CorporationBroker
Level Four Advisory Services
Securities America Advisors, INC.
Securities America, INC.Broker
Cap Pro Brokerage Services, INC.Broker
Coastal Securities L.P.Broker
1st Global Capital CORP.Broker
H.D. Vest Investment Securities, INC.Broker
Olde Discount CorporationBroker
State Registrations2 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.