Joanne Laessig is a registered investment advisor at LPL Financial LLC, based in Leesport, PA, with 18 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
1001 James Dr, Ste B32, Leesport, PA, 19533
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joanne operates Capacity Financial Planning & Investments as a DBA for her LPL business. This activity takes nearly full-time, with 52 hours spent during trading.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Hightower Advisors, LLC
Hightower Securities, LLCBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Lincoln InvestmentBroker
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.