Elizabeth Joseph is a registered investment advisor at LPL Financial LLC, based in College Park, MD, with 20 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
3972 Campus Drive, College Park, MD, 20742
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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 Activities
Elizabeth operates under the DBA Wilmington Advisors @ M&T for her LPL business. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Capital One Investment Services LLCBroker
Capital One Financial Advisors LLC
Suntrust Investment Services, INC.Broker
Suntrust Investment Services, INC.
Navy Federal Brokerage Services LLC
Navy Federal Asset Management, LLC
Navy Federal Brokerage Services LLC
CUNA Brokerage Services, INC.
Navy Federal Brokerage Services, LLCBroker
CUNA Brokerage Services, INC.Broker
Fidelity Brokerage Services LLCBroker
Chevy Chase Financial 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.