Mary Reinoehl
Mary Reinoehl is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lansdale, PA, with 36 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
Lansdale, PA
Get directionsHistory
Regulatory History (2)
Financial
August 2016Customer Dispute
August 2001Other Business Activities
Mary is a member of WM Ventures LLC, a real estate rental business, spending minimal time on it. She is also the owner of Mary A. Reinoehl & Company, providing accounting, bookkeeping, tax, consulting, and coaching services, dedicating about 10-20% of her time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
New Century Financial Group, LLC
New Century Financial Group, LLC
Royal Alliance Associates, INC.Broker
Vfs Securities CORP.Broker
State Registrations7 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.