Joseph Shearrer is a registered investment advisor at LPL Financial LLC, based in Springfield, MO, with 4 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
2760 E Sunshine St, Springfield, MO, 65804
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is a business owner at Bean Counter LLC, dedicating about 10-20% of his time. He also operates under DBAs for his LPL business: Fervent Wealth Management, LLC and Shearrer Wealth Advisors, LLC, and works as a football coach for Nixa Public Schools, dedicating about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial Corporation
LPL Financial CorporationBroker
Cambridge Investment Research, INC.Broker
State Registrations1 state
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