Joseph Donovan
Joseph Donovan is a registered investment advisor at LPL Financial LLC, based in Fredericksburg, TX, with 22 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
Fredericksburg, TX
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Regulatory History (1)
Criminal
March 1991Other Business ActivitiesSells Insurance
Joseph operates under the DBA Joseph Financial Partners for his LPL business since 2009. He also engages in non-variable insurance activities, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations21 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.