Joseph Gunn is a registered investment advisor at LPL Financial LLC, based in New Castle, PA, with 23 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
New Castle, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is the Vice President of GPF Realty, a real estate holding company, and GPF Enterprises LLC, a restaurant franchise. He also owns land with royalty rights through Joseph A. Gunn Properties LLC, is a committee member at Ebenezer Church of God & Christ, and is an advisory representative of a RIA called CIRA, dedicating a significant amount of time to this role.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
Oneamerica Securities, INC.Broker
Waddell & Reed, INC.Broker
State Registrations8 states
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