Amanda Joiner is a registered investment advisor at LPL Financial LLC, based in Victoria, TX, with 3 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
1101 Salem Rd, Suite E, Victoria, TX, 77904-1915
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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.