Joey Goodspeed is a registered investment advisor at LPL Financial LLC, based in Plainfield, IL, with 13 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
Plainfield, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joey works full-time for HUB International and spends a significant amount of time on investment-related activities through Sheridan Road Advisors LLC and HUB Retirement and Wealth Management. He dedicates about a quarter of his time to his role as an Investment Advisor Representative.
Employment History
Current Registrations
LPL Financial LLCBroker
Global Retirement Partners LLC
HUB International Investment Services INC.
HUB International Investment Services INC.Broker
Previous Registrations
Sheridan Road Advisors, LLC, a HUB International Company
Mutual of America Securities LLCBroker
Horace Mann Investors, INC.
Horace Mann Investors, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Capfinancial Securities, LLC.Broker
Adp Broker-Dealer, INC.Broker
Hartford Securities Distribution Company, INC.Broker
Hartford Equity Sales Company INC.Broker
State Registrations1 state
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