Joseph Donovan
Joseph Donovan is a registered investment advisor at LPL Financial LLC, based in Westwood, MA, 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
200 Lowder Brook Dr, Ste 2100 B, Westwood, MA, 02090
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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 is involved in several business activities, including non-variable insurance (taking about 10-20% of his time), financial planning through Bay Financial Advisors, and serving as a board member for Partners Financial. He also operates DBAs for his LPL business, works as a notary, and owns rental real estate.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Verum, LLC
Bay Financial Advisors, INC.
John Hancock Distributors LLCBroker
Hartford Equity Sales Company INC.Broker
Signator Investors, INC.Broker
John Hancock Funds, INC.Broker
State Registrations52 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.