Joseph Clevenger
Joseph Clevenger is a registered investment advisor at LPL Financial LLC, based in Sacramento, CA, 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
815 University Avenue, Sacramento, CA, 95825
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2005Other Business Activities
Joseph provides investment advisory services through Mariner Independent Advisor Network LLC, dedicating full-time hours to this activity. He also operates Western Wealth Management, Inc. as a DBA for his LPL business, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
Mariner Advisor Network
LPL Financial LLCBroker
Previous Registrations
Strategic Wealth Advisors Group
LPL Financial LLC
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
Prudential-Bache Securities INC.Broker
State Registrations18 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.