Joan Valenti is a CFP-designated registered investment advisor at LPL Financial LLC, based in Granby, CT, with 41 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
33 Hartford Ave, Granby, CT, 06035
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joan is a non-profit board member for Northwest Community Bank and a for-profit board member for Connecticut Mutual Holding Co, dedicating minimal time to each. She also sells fixed insurance products, including life, health, LTC, and annuities, and is associated with Valenti Wealth Management, spending full-time hours there.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Integrated Resources Equity CorporationBroker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
First Investors CorporationBroker
State Registrations34 states
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