Joel Fiddle is a registered investment advisor at LPL Financial LLC, based in Reisterstown, MD, 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
Reisterstown, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joel is a limited partner in Kumar LLC (since 2009) and 1515 Reisterstown Road LLC (since 2013), owning 21% and 12.5% respectively. Both businesses are real estate rentals, and Joel acts as a liaison between general and limited members.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
M&t Securities, INC.Broker
M&t Securities, INC.
PNC InvestmentsBroker
PNC Investments
Mercantile Brokerage Services, INC.
Mercantile Brokerage Services, INC.Broker
Peremel & CO., INC.Broker
Olde Discount CorporationBroker
Linsco Financial Group, INC.Broker
Radford Capital CorporationBroker
United Resources FinancialBroker
Ids Marketing CorporationBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.