Joelle Donahoe
Joelle Donahoe is a registered investment advisor at LPL Financial LLC, based in Rochester, NY, with 28 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
225 Chestnut St, Rochester, NY, 14604
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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
Joelle operates ESL Investment Services, LLC under a DBA for her LPL business since 2006 and serves as Chief Compliance Officer for both Cooper/Haims Advisors, LLC (since 2020, about half her time) and ESL Investment Services, LLC (about 10-20% of her time). She also works as a notary public, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Esl Investment Services, LLCBroker
Esl Investment Services, LLC
Previous Registrations
LPL Financial LLC
Manning & Napier Investor Services, INC.Broker
Cadaret, Grant & CO., INC.Broker
State Registrations27 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.