Joseph Freemont is a CFP-designated registered investment advisor at LPL Financial LLC, based in Allentown, PA, with 3 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
3440 Hamilton Blvd., Allentown, PA, 18103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph owns JF Enterprises, providing disc jockey and entertainment services, and works as a disc jockey and emcee with Wesley Works, LLC. He is also a full-time Wealth Management Advisor for Legacy Planning Partners, a HUB International Company.
Employment History
Current Registrations
LPL Financial LLCBroker
Global Retirement Partners LLC
LPL Financial LLC
HUB International Investment Services INC.Broker
HUB International Investment Services INC.
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations1 state
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