Unclaimed Profile

Joan Dominy Khoury

LPL FINANCIAL LLC·BOSTON, Massachusetts

LPL FINANCIAL LLC

75 STATE STREET, 24TH FLOOR, BOSTON, MA 02109CRD# 4177581Firm CRD# 6413

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joan Dominy Khoury · BOSTON, MA

Registration

CRD #4177581 · LPL FINANCIAL LLC

Brand Profile

Not yet started

Disclosure history

12 disclosures on file · See FINRA BrokerCheck for full record

About

Joan Dominy Khoury is a registered financial advisor based in BOSTON, Massachusetts, affiliated with LPL FINANCIAL LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with Joan Dominy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Joan Dominy is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

LPL FINANCIAL LLC

AUM

$463.5B

Regulatory assets under management

Employees

35841

Total firm employees

View all advisors at LPL FINANCIAL LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 4177581

Firm CRD# 6413

View on FINRA BrokerCheck →

Looking for a financial advisor in BOSTON?

Browse all registered financial advisors in BOSTON, Massachusetts or claim this profile if it's yours.

Browse BOSTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Joan Dominy Khoury offer?

Joan Dominy Khoury specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Joan Dominy Khoury's credentials?

Joan Dominy Khoury is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joan Dominy Khoury located?

Joan Dominy Khoury is based in BOSTON, Massachusetts, working with LPL FINANCIAL LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Joan Dominy Khoury charge for services?

Joan Dominy Khoury's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LPL FINANCIAL LLC?

LPL FINANCIAL LLC has approximately 35841 employees and manages $463.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →