Joseph Brittingham
Joseph Brittingham is a CFP-designated registered investment advisor at LPL Financial LLC, based in Pismo Beach, CA, with 29 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
300 James Way Suite 230, Pismo Beach, CA, 93449
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2001Other Business ActivitiesSells Insurance
Joseph operates Brittingham Financial Group and Brittingham Financial Advisors, both investment-related and taking up all of his time. He also offers general insurance solutions, dedicating about 10% of his time, and spends minimal time on non-profit fundraising for Virgin Unite and Premiere Live.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations18 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.