Joanne Diehl is a registered investment advisor at LPL Financial LLC, based in Binghamton, NY, 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
1129 Upper Front St Ste B, Binghamton, NY, 13905
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joanne operates Diehl Investment Guidance as a DBA for her LPL business since 2019. This activity is investment-related and takes nearly all of Joanne's time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lesko Securities INC.Broker
State Registrations4 states
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