Joseph Hermes, financial advisor Edna TX

Joseph Hermes

CRD Number: 2983073
Current Firm: Lpl Financial LLC

Joseph Hermes (CRD# 2983073) is an Investment Advisor Representative working at Lpl Financial LLC in Edna, TX and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Edna, TX Sep 2018 - Current 5
Joe D Hermes Cpa Edna, TX Jan 1979 - Current 45
Cambridge Investment Research, Inc. Fairfield, IA Jul 2011 - Aug 2018 7
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jul 2011 - Aug 2018 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
S66 NASAA Uniform Combined State Law Examination Jun 2002
Contact Info for Joseph D. Hermes
Phone Number: 704-733-3300
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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