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Joseph Reimels

46 Years of Experience
Iron Station, NC
BrokerSells Insurance

Joseph Reimels is a registered investment advisor at LPL Financial LLC, based in Iron Station, NC, with 46 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

Iron Station, NC

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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 non-variable insurance products, dedicating minimal time to this activity. This activity is investment-related.

Employment History
Current Registrations
LPL Financial LLCBroker
August 2024 - Present · 1 yr 11 mos
LPL Financial LLC
August 2024 - Present · 1 yr 11 mos
Previous Registrations
Osaic Fa, INC.
May 2009 - July 2024 · 15 yrs 2 mos
Osaic Fa, INC.Broker
December 2008 - July 2024 · 15 yrs 7 mos
Hornor, Townsend & Kent, INC.Broker
August 2002 - December 2008 · 6 yrs 4 mos
Hornor, Townsend & Kent, INC.
August 2002 - December 2008 · 6 yrs 4 mos
The Lincoln National Life Insurance CompanyBroker
September 1999 - August 2002 · 2 yrs 11 mos
Lincoln Financial Advisors CorporationBroker
June 1998 - August 2002 · 4 yrs 2 mos
Cigna Financial Advisors,inc.Broker
February 1980 - June 1998 · 18 yrs 4 mos
State Registrations11 states
AZFLGAMAMONCNYPASCVTWV
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.