Joseph Herron
Joseph Herron is a registered investment advisor at LPL Financial LLC, based in Havertown, 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
160 W. Eagle Rd., Havertown, PA, 19083-1110
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2005Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
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Cuso Financial Services, L.P.
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Cetera Investment Advisers LLC
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State Registrations10 states
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