Joseph Pabis is a CFP-designated registered investment advisor at LPL Financial LLC, based in Reston, VA, with 10 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
1939 Roland Clarke Place Suite 400, Reston, VA, 20191
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is involved in several business activities, including Global Advisor Group, ZHCP Holdings LLC, and Virginia Heritage Properties LLC. He also provides administrative and investment advisory services through Private Advisor Group, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Woodbury Financial Services, INC.Broker
State Registrations26 states
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