Joseph Randall is a registered investment advisor at LPL Financial LLC, based in Ottawa, KS, with 20 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
120 West Second Street, Ottawa, KS, 66067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph works as a personal care assistant for Helpers Inc, dedicating about half his time to this role. He also operates a travel agency, Dream Vacations DBA Starr Travel, spending about 10-20% of his time on this venture.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward Jones
Edward JonesBroker
State Registrations7 states
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