Joseph Boyd is a registered investment advisor at LPL Financial LLC, based in Branson, MO, with 8 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
195 South Payne Stewart Drive, Branson, MO, 65616
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph operates Legacy Group Financial Advisors as a DBA for his LPL business. He also provides investment advisory services to Convergence Financial, LLC, an independent investment advisor firm, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
Convergence Financial
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations17 states
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