Joseph Marton
Joseph Marton is a registered investment advisor at LPL Financial LLC, based in Stuart, FL, with 6 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
2440 SE Federal Hwy Ste 108, Stuart, FL, 34994
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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.