Joshua Lorek is a registered investment advisor at LPL Financial LLC, based in Fairview Park, OH, with 28 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
4379 W 219th St Ste 101, Fairview Park, OH, 44126
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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.
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Joshua operates Ohio Investment Partners as a DBA for his LPL business. He also owns commercial real estate rentals (Fairview Realty and SJA Property Management) and business entities for tax/investment purposes, dedicating a few hours per week to Fairview Realty and SJA Property Management.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations37 states
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