Joseph Mushel
Joseph Mushel is a registered investment advisor at LPL Financial LLC, based in Whitefish, MT, with 39 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
913 Wisconsin Ave Ste 105, Whitefish, MT, 59937
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Regulatory History (1)
Criminal
April 1983Other Business Activities
Joseph owns a condo in Whitefish, MT, since 2021, which is managed by a property management company for rental and personal use. He spends minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ek Riley Investments, LLC
Ek Riley Investments, LLCBroker
First Allied Securities, INC.Broker
Ragen Mackenzie Investment Services, LLCBroker
Sutro & CO. IncorporatedBroker
Prudential-Bache Securities INC.Broker
State Registrations14 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.