Joan Ripoli is a registered investment advisor at LPL Financial LLC, based in New Lenox, IL, with 20 years of industry experience. Joan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
110 West Maple Street, New Lenox, IL, 60541
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Regulatory History (1)
Customer Dispute
October 2008Other Business Activities
Joan works as a licensed personal banker at Old National Bank, dedicating nearly full-time hours to this role. She also operates under a DBA for LPL Business through Old National Investments.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
The Huntington Investment CompanyBroker
Huntington Financial Advisors
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
State Registrations1 state
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
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