Joseph Lind is a CFA-designated registered investment advisor at Neuberger Berman Bd LLC, based in Winnetka, IL, with 7 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Location
Winnetka, IL
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Joseph owns property and is building a vacation home in Bluford, IL, which he intends to rent out when not in use, managed by a third party. He also provides portfolio management services to Neuberger Berman clients, dedicating minimal time to the rental property.
Employment History
Current Registrations
Neuberger Berman Bd LLC
Neuberger Berman Bd LLCBroker
Neuberger Berman Bd LLC
State Registrations3 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.