Joseph Crandall
Joseph Crandall is a registered investment advisor at LPL Financial LLC, based in Roanoke, VA, with 7 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
3119 Chaparral Drive, Roanoke, VA, 24018
Get directionsHistory
Regulatory History (5)
Financial
July 2019Financial
July 2019Financial
April 2019Financial
October 2018Financial
June 2018Other Business ActivitiesSells Insurance
Joseph operates Valley Wealth Group as a DBA for his LPL business, dedicating full-time hours to it. He is also a self-employed musician, spends minimal time on real estate rental activities, and sells life, health, and annuity insurance products for a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Mutual of Omaha Investor Services, INC.Broker
Mutual of Omaha Investor Services, INC.
LPL Financial LLCBroker
LPL Financial LLC
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
State Registrations9 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.