Joan Ripoli is a registered investment advisor at LPL Financial LLC, based in New Lenox, IL, with 19 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
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 LLC
LPL Financial LLCBroker
Previous Registrations
Huntington Financial Advisors
The Huntington Investment CompanyBroker
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.