Joseph Myer is a registered investment advisor at LPL Financial LLC, based in Ashburn, VA, with 26 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
20416 Bashan Dr. Ste. 201, Ashburn, VA, 20147
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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 operates under the DBAs Gladstone Wealth Partners and Courser Capital Management, LLC for his LPL business. He also has involvement with Book of Brokers (non-variable insurance), Roseville Farm, LLC (real estate rental), and Stubblefield Farm, LLC (business entity for tax/investment purposes); the LPL business takes nearly full-time hours, while Stubblefield Farm takes about 10-20% of Joseph's time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations31 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.