Mitchell Reinhardt
Mitchell Reinhardt is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fresno, CA, with 45 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
465 E. Fir Ave Suite 105, Fresno, CA, 93720-2975
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2010Customer Dispute
December 2001Customer Dispute
October 2001Other Business Activities
Mitchell is a partner in Brownstone Investment Partners, a real estate rental business, but dedicates no time to it. He also works about half his time at Thiesen Dueker Modern Wealth Management, a DBA for his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Capital Financial Services, INC.
Capital Financial Services, INC.Broker
Arm Securities CorporationBroker
Quick & Reilly, INC.Broker
Jmc Investment Services, INC.Broker
Bateman Eichler, Hill Richards, IncorporatedBroker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
State Bond Sales CorporationBroker
State Registrations23 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.