Joseph Inskeep is a CFP-designated registered investment advisor at LPL Financial LLC, based in Austin, TX, with 14 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
1601 Rio Grande, Suite 348, Austin, TX, 78701
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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 Activities
Joseph is a business owner of 512 Seasoning Company since 2019. This home-based business activity, which is not investment-related, requires a few hours per week.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Mwa Financial Services, INC.
Mwa Financial Services INC.Broker
Ark Financial Advisors, LLC
Integrated Advisors Network LLC
Dfpg Investments, INC.Broker
First Allied Securities, INC.Broker
LPL Financial LLCBroker
Transamerica Financial Advisors, INCBroker
State Registrations53 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.