Joanne Natale is a CFP-designated registered investment advisor at LPL Financial LLC, based in Line Lexington, PA, with 24 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
46 Hilltown Pike, Line Lexington, PA, 18932
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joanne co-owns real estate rental properties and is the sole owner of PTS Management, LLC for tax/investment purposes, dedicating minimal time and about 10-20% of her time respectively. She also operates her LPL business under the DBA Proactive Financial Strategies for about half her time, and is a CPA and managing partner at Proactive Tax Strategies, LLP, spending a significant amount of time there.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Cooney Financial Advisors INC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
Investacorp, INC.Broker
State Registrations4 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.