Joseph Crandall
Joseph Crandall is a registered investment advisor at LPL Financial LLC, based in Roanoke, VA, with 8 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
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.
Exams
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