Joseph Mandujano is a registered investment advisor at LPL Financial LLC, based in Stevenson Ranch, CA, with 26 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
25945 the Old Rd, Stevenson Ranch, CA, 91381
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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 Activities
Joseph operates Logix Financial Services as a DBA for his LPL business. This activity is investment-related and conducted at his reported business location.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Cetera Advisors LLCBroker
Cetera Advisors LLC
Investors Capital CORP.Broker
Investors Capital Advisory
Invest Financial Corporation
Invest Financial CorporationBroker
LPL Financial LLCBroker
Bancwest Investment Services, INC.Broker
Atlas Securities, INC.Broker
Unionbanc Investment Services, LLCBroker
U.S. Bancorp Investments, INC.Broker
Wm Financial Services, INC.Broker
Western International Securities, INC.Broker
J.B. Oxford & CompanyBroker
Dean Witter Reynolds INC.Broker
State Registrations16 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.