Joseph Mansoor
Joseph Mansoor is a registered investment advisor at LPL Financial LLC, based in Bingham Farms, MI, with 15 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
32600 Telegraph Road, Suite 200, Bingham Farms, MI, 48025
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph sells fixed annuities, life, and health insurance products since 2012, dedicating about 10-20% of his time. He is also an Independent Investment Advisor/Broker Dealer Representative with Cadaret Grand & Co., Inc, spending the majority of his time servicing client accounts.
Employment History
Current Registrations
LPL Financial LLCBroker
Spartan Wealth Management
Previous Registrations
Cadaret, Grant & CO., INC.Broker
Cadaret Grant & CO INC
UBS Financial Services INC.
UBS Financial Services INC.Broker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations11 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.