Joseph Altic is a CFP-designated registered investment advisor at LPL Financial LLC, based in St. Louis, MO, with 32 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
12935 N. Outer Forty Dr #105, St. Louis, MO, 63141
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Regulatory History (1)
Customer Dispute
June 2020Other Business Activities
Joseph operates his LPL business through several DBAs, including Private Wealth Management, LLC, PWM, PWM 401(K), PWM Planning, and Cornerstone Financial Group, Inc. He also co-owns real estate rental properties, dedicating minimal time to these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Adk Wealth Advisory Group
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations38 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.