Joy Letendre is a registered investment advisor at LPL Financial LLC, based in Bloomington, MN, with 6 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
2772 E. 82nd Street, Bloomington, MN, 55425
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Regulatory History
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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Joy operates her LPL business under the DBA TruStone Financial Advisors. She also works as a kickboxing and strength training instructor for Intense Fitness LLC, dedicating about 10-20% of her time, and is a notary for the State of MN.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
The Huntington Investment CompanyBroker
Uvest Financial Services Group, INC.Broker
Ifmg Securities, INC.Broker
Tcf Investments, INC.Broker
State Registrations2 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.