JL
CFA
JL
CFA

Joseph Lind

8 Years of Experience
Chicago, IL
Broker

Joseph Lind is a CFA-designated registered investment advisor at Neuberger Berman Bd LLC, based in Chicago, IL, with 8 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold.

Compensation
Fee-Only (% of Portfolio)
Firm Size
864 advisors
IM Fee
Planning only
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Location

190 South Lasalle Street, 23rd & 24th & 27th Floor, Chicago, IL, 60603

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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 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
November 2018 - Present · 7 yrs 11 mos
Neuberger Berman Bd LLC
September 2018 - Present · 8 yrs 1 mo
Neuberger Berman Bd LLCBroker
September 2018 - Present · 8 yrs 1 mo
State Registrations3 states
DEILNY
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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