JL
JL

Joseph Laubacher

18 Years of Experience
Canton, OH
Broker

Joseph Laubacher is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Canton, OH, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

4158 Munson Street Nw, Canton, OH, 44718

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Joseph works as an associate/employee for PortfolioVision, a support company, dedicating about half of his time to this role. This activity is not investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2018 - Present · 7 yrs 11 mos
Raymond James Financial Services, INC.Broker
June 2018 - Present · 7 yrs 11 mos
Previous Registrations
Mcgervey Wealth Management, LLC
August 2016 - May 2018 · 1 yr 9 mos
Edward Jones
October 2007 - August 2016 · 8 yrs 10 mos
Edward JonesBroker
September 2007 - August 2016 · 8 yrs 11 mos
State Registrations8 states
ALAZFLMIOHPATNVA
AdvisorBrokerBoth

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
No exam information available for this advisor.