Joseph Tigert
Joseph Tigert is a registered investment advisor at LPL Financial LLC, based in Wichita, KS, with 37 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
8621 East 21st St N, Ste 180, Wichita, KS, 67206
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph is a borrower of a loan with Paul Dahlke and sells fixed annuity insurance products through RT Financial, LLC, dedicating a few hours per week. He also operates his LPL business through RT Financial, dedicating nearly full-time hours, and owns rental real estate, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
Mutual of Omaha Investor Services, INC.Broker
State Registrations21 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.