Jody Graber
Jody Graber is a registered investment advisor at LPL Financial LLC, based in Montvale, NJ, with 31 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
190 Summit Avenue, Montvale, NJ, 07645
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Regulatory History (1)
Regulatory
December 1991Other Business ActivitiesSells Insurance
Jody is involved with Graber Agency Inc. selling non-variable insurance products since 1965. This takes nearly full-time, but none of the time is during trading hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ic Advisory Services, INC.
The Investment Center, INC.Broker
Sii Investments, INC.Broker
Royal Alliance Associates, INC.Broker
Tower Square Securities, INC.Broker
American General Securities IncorporatedBroker
Uslife Equity Sales CORP.Broker
State Registrations23 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.