Amanda Joiner is a registered investment advisor at LPL Financial LLC, based in Victoria, TX, with 3 years of industry experience. Amanda 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
1101 Salem Rd, Suite E, Victoria, TX, 77904-1915
Get directionsHistory
Regulatory History (1)
Judgment / Lien
May 2018Other Business Activities
Amanda operates Orr Financial Group as a DBA for her LPL business. This activity, conducted at the reported business location, consumes nearly all of Amanda's time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Grove Point Advisors, LLC
Grove Point Investments, LLCBroker
State Registrations1 state
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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