Joel Palatnik, financial advisor Plantation FL
93 score

Joel Palatnik

CRD Number: 3147356
Current Firm: Lwm Advisory Services, LLC

Joel Palatnik (CRD# 3147356) is an Investment Advisor Representative working at Lwm Advisory Services, LLC in Plantation, FL and has over 13 years of experience in the finance industry.

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Fin-est Investment Advisors, LLC
Company Name Location Dates Years
Lwm Advisory Services, LLC Plantation, FL Jul 2015 - Current 2
Lpl Financial LLC Plantation, FL Jul 2015 - Current 2
Raymond James Financial Services, Inc. Miami, FL Dec 2014 - Jul 2015 < 1
Raymond James Financial Services Advisors Inc. Miami, FL Dec 2014 - Jul 2015 < 1
Totalbank Miami, FL Oct 2010 - Jul 2015 4
Lpl Financial, LLC Miami, FL May 2008 - Dec 2014 6
Investacorp Inc. Miami Lakes, FL Jan 2008 - May 2008 < 1
Bulls And Bears Financial Aventura, FL Jan 2007 - May 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2005
Contact Info for Joel A. Palatnik
Phone Number: 954-474-7100
Firm Website:
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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