Joseph Goll
Joseph Goll is a registered investment advisor at LPL Financial LLC, based in Key West, FL, with 21 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
Key West, FL
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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 co-owns real estate rental properties and is a partner in SG Redevelopment LLC, dedicating a few hours per week to each. He also operates SAGE Consulting & Wealth Mgt. as a DBA for his LPL business, spending nearly full-time on this endeavor, and spends minimal time on non-variable insurance activities under the same DBA.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Scf Investment Advisors, INC.
Scf Securities, INC.Broker
LPL Financial LLCBroker
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
State Registrations7 states
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