Joseph Costello is a registered investment advisor at LPL Financial LLC, based in St. Louis, MO, 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
8000 Forsyth Blvd, St. Louis, MO, 63105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph operates as Commerce Financial Advisors, a DBA for his LPL business, since April 2023. He also owns residential rental property since July 2020, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Commerce Brokerage Services, INC.Broker
Commerce Brokerage Services, INC
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Fahnestock Asset Management
Oppenheimer & CO. INC.Broker
State Registrations26 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.