Joseph Gallagher is a CFP-designated registered investment advisor at LPL Financial LLC, based in Woodbine, MD, with 31 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
15949 Frederick Road, Woodbine, MD, 21797
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph operates Advocate Investing Services as a DBA for his LPL business and as an independent investment advisor, dedicating nearly full-time hours to it. He also owns several rental real estate properties and authored a book and created a card game, spending minimal time on these activities.
Employment History
Current Registrations
LPL Financial LLC
Advocate Investing Services
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations23 states
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