JF
PFS
JF
PFS

Joel Feiger

23 Years of Experience
Downers Grove, IL
BrokerSells Insurance

Joel Feiger is a PFS-designated registered investment advisor at LPL Financial LLC, based in Downers Grove, IL, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

2655 Warrenville Rd Ste 175, Downers Grove, IL, 60515

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Joel operates under multiple DBAs and business entities related to his LPL business and for tax/investment purposes. He also works as a financial advisor for PWA Financial Services and spends minimal time on these activities.

Employment History
Current Registrations
LPL Financial LLC
December 2020 - Present · 5 yrs 7 mos
LPL Financial LLC
December 2020 - Present · 5 yrs 7 mos
LPL Financial LLCBroker
December 2020 - Present · 5 yrs 7 mos
Previous Registrations
Kestra Advisory Services, LLC
April 2016 - December 2020 · 4 yrs 8 mos
Kestra Investment Services, LLCBroker
May 2006 - December 2020 · 14 yrs 7 mos
NFP Advisor Services, LLC
April 2006 - September 2016 · 10 yrs 5 mos
Northwind Capital, INC.
October 2004 - October 2005 · 1 yr
Northwind Capital, INC.
October 2004 - December 2004 · 2 mos
Northwind Capital, INC.
July 2001 - December 2003 · 2 yrs 5 mos
State Registrations7 states
CADCFLILMAMDTX
AdvisorBrokerBoth

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
No exam information available for this advisor.