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Joseph Mansoor

LPL Financial LLC
16 Years of Experience
Bingham Farms, MI
BrokerSells Insurance
View SEC Summary
View SEC Summary

Joseph Mansoor is a registered investment advisor at LPL Financial LLC, based in Bingham Farms, MI, with 16 years of industry experience. Joseph 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

32600 Telegraph Road, Suite 200, Bingham Farms, MI, 48025

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Joseph sells fixed annuities, life, and health insurance products since 2012, dedicating about 10-20% of his time. He is also an Independent Investment Advisor/Broker Dealer Representative with Cadaret Grand & Co., Inc, spending the majority of his time servicing client accounts.

Employment History
Current Registrations
LPL Financial LLCBroker
July 2025 - Present · 1 yr 3 mos
Spartan Wealth Management
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Cadaret, Grant & CO., INC.Broker
August 2022 - July 2025 · 2 yrs 11 mos
Cadaret Grant & CO INC
August 2022 - July 2025 · 2 yrs 11 mos
UBS Financial Services INC.
November 2015 - August 2022 · 6 yrs 9 mos
UBS Financial Services INC.Broker
August 2015 - August 2022 · 7 yrs
J.P. Morgan Securities LLCBroker
October 2012 - September 2015 · 2 yrs 11 mos
Chase Investment Services CORP.Broker
March 2010 - October 2012 · 2 yrs 7 mos
State Registrations11 states
CACOFLGAILINMINCNYOHWA
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.
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