Joseph Marton
Joseph Marton is a registered investment advisor at LPL Financial LLC, based in Stuart, FL, with 7 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
900 SE Ocean Blvd, Ste 244, Stuart, FL, 34994
Get directionsHistory
Regulatory History (2)
Regulatory
February 2021Criminal
August 2012Other Business ActivitiesSells Insurance
Joseph works as a registered representative for Trinity Wealth Securities and as a financial consultant for Florida Financial Advisors, both full-time positions. He also engages in fixed insurance sales through Florida Financial Insurance, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Florida Financial Advisors, LLC
Trinity Wealth Securities, L.L.C.Broker
State Registrations8 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.
Exams
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