MJ
MJ

Michelle Joyce

25 Years of Experience
Hummelstown, PA
7 DisclosuresBroker

Michelle Joyce is a registered investment advisor at LPL Financial LLC, based in Hummelstown, PA, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

Loading...

Location

187 Hershey Rd, Hummelstown, PA, 17036

Get directions

History

Regulatory History (7)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
November 2019
Judgment / Lien
June 2018
Judgment / Lien
February 2018
Judgment / Lien
May 2016
Judgment / Lien
May 2016
Judgment / Lien
February 2016
Judgment / Lien
September 2015
Other Business Activities

Michelle operates Hershey Retirement Solutions as a DBA for her LPL business. This activity takes nearly full-time hours.

Employment History
Current Registrations
LPL Financial LLC
August 2023 - Present · 2 yrs 9 mos
LPL Financial LLCBroker
October 2003 - Present · 22 yrs 7 mos
Previous Registrations
Stout Joyce Bowman & Associates
July 2012 - July 2012 · 0 mos
Stout Joyce & Associates, LTD.
August 2004 - December 2010 · 6 yrs 4 mos
Stout Joyce & Associates, LTD.
August 2004 - December 2009 · 5 yrs 4 mos
Waddell & Reed, INC.
June 2002 - October 2003 · 1 yr 4 mos
Waddell & Reed, INC.Broker
May 2000 - October 2003 · 3 yrs 5 mos
State Registrations7 states
AKILKYMDNJPASC
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.