Joseph Reed is a registered investment advisor at LPL Financial LLC, based in Chester, NJ, with 17 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
6 Mill Ridge Lane, Ste. 101, Chester, NJ, 07930
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph owns White Birch Properties, LLC, a real estate rental business, dedicating minimal time. He is also a partner at CKW Advisors, LLC, a CPA affiliate program, spending nearly full-time hours, including time during securities trading, and operates under the DBAs CAMI Financial Group and Planwealth Financial Group for his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
1st Global Advisors INC
1st Global Capital CORP.Broker
MML Investors Services, INC.Broker
Park Avenue Securities LLCBroker
State Registrations2 states
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