Joyce Rojas is a registered investment advisor at LPL Financial LLC, based in Paramus, NJ, 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
45 Eisenhower Dr Ste 230, Paramus, NJ, 07652
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Regulatory History (1)
Customer Dispute
June 2013Other Business Activities
Joyce operates Money Mindset Wealth Management as a DBA for her LPL business, dedicating nearly full-time hours to it. She also owns My Success Studio LLC, a business entity for tax/investment purposes, dedicating a few hours per week to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Citigroup Global Markets INC.Broker
Citicorp Investment ServicesBroker
State Registrations8 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.