Joseph Turo is a registered investment advisor at LPL Financial LLC, based in Albany, NY, with 24 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
18 Corporate Woods Blvd Fl 2, Albany, NY, 12211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is a CPA providing tax preparation and accounting services since 1982. He also operates Rosemont Financial Group as a DBA for his LPL business and serves as treasurer for a political campaign, dedicating minimal time to this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
AXA Advisors, LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations14 states
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