Jordan Raniszeski
Jordan Raniszeski is a CFP-designated registered investment advisor at LPL Financial LLC, based in Charlotte, NC, with 20 years of industry experience. Jordan 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
6101 Carnegie Blvd. Suite 520, Charlotte, NC, 28209
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2024Customer Dispute
January 2010Other Business ActivitiesSells Insurance
Jordan is involved with non-variable insurance through Carnegie Private Wealth, spending a few hours per week on this activity. He also uses Carnegie Private Wealth as a DBA for his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Deloitte & Touche Investment Advisors LLC
State Registrations33 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.
Exams
More Advisors
- Patrick Barnett, CFPLPL Financial LLC
- Nicholas Deneault, CFPLPL Financial LLC
- Kiairra DixonLPL Financial LLC
- Lucas Decker, CFPLPL Financial LLC
- Hunter Robertson, CFPLPL Financial LLC
- Ross Kirwan, CFPLPL Financial LLC