Jose Chaparro-Rosero is a registered investment advisor at LPL Financial LLC, based in Hartford, CT, with 9 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
185 Asylum Street, Hartford, CT, 06103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jose operates his LPL business under the DBA Webster Investments, is involved with the for-profit business Mighty Powerful Meals, and owns rental real estate. He also works as a Water Analyst for AQUAFEEL SOLUTIONS, dedicating minimal time to this role.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Infinex Investments, INC.Broker
State Registrations7 states
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