Joseph Perritt is a registered investment advisor at LPL Financial LLC, based in Irmo, SC, with 5 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
715 Kennerly Road, Irmo, SC, 29063
Get directionsHistory
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 ActivitiesSells Insurance
Joseph operates Blackbridge Financial as a DBA for his LPL business and provides investment advisory services through Independent Advisor Alliance, spending nearly all of his time on these activities. He is also an agent for SAGE Insurance Partners, selling non-variable insurance, dedicating minimal time to this.
Employment History
Current Registrations
LPL Financial LLCBroker
Independent Advisor Alliance, LLC
Previous Registrations
Ameriprise Financial Services, LLCBroker
State Registrations13 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.