Joseph Donovan joseph.donovan@lpl.com & | In 2004, I became a Registered Representative and obtained my Series 7, Series 66 registrations, now held at LPL Financial and Licensed Group 1 Insurance Agent. I realized early on that I wanted to help individuals and business owners achieve their unique financial goals. I like to educate and help people so it was a perfect fit. I moved back home in 2009 to join my small family firm in Fredericksburg TX that is a branch office of the largest independent broker dealer in the nation, LPL Financial*. I am NOT a fee based advisor so I do not charge annual fees. I feel it is better for my clients to keep more of their money working for them, not a paycheck for me. I do not offer proprietary products through LPL Financial so I am truly independent in that my recommendations to clients are what is best for them not for me or my company. My goal is to assist as many people as I can in reaching their financial goals, from basic budgeting help to efficient wealth transfer plans. Specialties: I have experience in retirement planning, estate & wealth transfer planning, college planning, 401k's, 403b's, IRA's, 529's, insurance, annuities, stocks, bonds and of course mutual funds. *As reported in Financial Planning Magazine, 1996-2017, based on total revenue.

Joseph Donovan

In 2004, I became a Registered Representative and obtained my Series 7, Series 66 registrations, now held at...

123 West San Antonio Street, Fredericksburg, United States

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Joseph Donovan’s Location 123 West San Antonio Street, Fredericksburg, United States

Joseph Donovan’s Expertise In 2004, I became a Registered Representative and obtained my Series 7, Series 66 registrations, now held at LPL Financial and Licensed Group 1 Insurance Agent. I realized early on that I wanted to help individuals and business owners achieve their unique financial goals. I like to educate and help people so it was a perfect fit. I moved back home in 2009 to join my small family firm in Fredericksburg TX that is a branch office of the largest independent broker dealer in the nation, LPL Financial*. I am NOT a fee based advisor so I do not charge annual fees. I feel it is better for my clients to keep more of their money working for them, not a paycheck for me. I do not offer proprietary products through LPL Financial so I am truly independent in that my recommendations to clients are what is best for them not for me or my company. My goal is to assist as many people as I can in reaching their financial goals, from basic budgeting help to efficient wealth transfer plans. Specialties: I have experience in retirement planning, estate & wealth transfer planning, college planning, 401k's, 403b's, IRA's, 529's, insurance, annuities, stocks, bonds and of course mutual funds. *As reported in Financial Planning Magazine, 1996-2017, based on total revenue.

Joseph Donovan’s Current Industry Joseph Financial Partners

Joseph Donovan’s Prior Industry
Wells Fargo Investments | Joseph Financial Partners

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Work Experience

Joseph Financial Partners

LPL Registered Representative

Thu Jan 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Wells Fargo Investments

Registered Representative

Thu Jan 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jan 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)

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FAQ About Joseph Donovan

Joseph Donovan is located at
123 West San Antonio Street, Fredericksburg, United States

Joseph Donovan is a
In 2004, I became a Registered Representative and obtained my Series 7, Series 66 registrations, now held at LPL Financial and Licensed Group 1 Insurance Agent. I realized early on that I wanted to help individuals and business owners achieve their unique financial goals. I like to educate and help people so it was a perfect fit. I moved back home in 2009 to join my small family firm in Fredericksburg TX that is a branch office of the largest independent broker dealer in the nation, LPL Financial*. I am NOT a fee based advisor so I do not charge annual fees. I feel it is better for my clients to keep more of their money working for them, not a paycheck for me. I do not offer proprietary products through LPL Financial so I am truly independent in that my recommendations to clients are what is best for them not for me or my company. My goal is to assist as many people as I can in reaching their financial goals, from basic budgeting help to efficient wealth transfer plans. Specialties: I have experience in retirement planning, estate & wealth transfer planning, college planning, 401k's, 403b's, IRA's, 529's, insurance, annuities, stocks, bonds and of course mutual funds. *As reported in Financial Planning Magazine, 1996-2017, based on total revenue. Joseph Financial Partners

Joseph Donovan currently works in the
Joseph Financial Partners

Joseph Donovan specializes in
In 2004, I became a Registered Representative and obtained my Series 7, Series 66 registrations, now held at LPL Financial and Licensed Group 1 Insurance Agent. I realized early on that I wanted to help individuals and business owners achieve their unique financial goals. I like to educate and help people so it was a perfect fit. I moved back home in 2009 to join my small family firm in Fredericksburg TX that is a branch office of the largest independent broker dealer in the nation, LPL Financial*. I am NOT a fee based advisor so I do not charge annual fees. I feel it is better for my clients to keep more of their money working for them, not a paycheck for me. I do not offer proprietary products through LPL Financial so I am truly independent in that my recommendations to clients are what is best for them not for me or my company. My goal is to assist as many people as I can in reaching their financial goals, from basic budgeting help to efficient wealth transfer plans. Specialties: I have experience in retirement planning, estate & wealth transfer planning, college planning, 401k's, 403b's, IRA's, 529's, insurance, annuities, stocks, bonds and of course mutual funds. *As reported in Financial Planning Magazine, 1996-2017, based on total revenue.