Mary Reinoehl is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lansdale, PA, with 36 years of industry experience. Mary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Lansdale, PA
Get directionsHistory
Regulatory History (1)
Customer 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.
Exams
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