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 11 years of experience in the finance industry.

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Company Name Location Dates Years
Lwm Advisory Services, LLC Plantation, FL Jul 2015 - Current 1
Lpl Financial LLC Plantation, FL Jul 2015 - Current 1
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
Equity Services Miami, FL Mar 2007 - Jul 2007 < 1
Metlife Miami, FL Oct 2004 - Jan 2007 2
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: http://www.lwmfl.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    131
    MILLIONS
  • Total Number of Accounts
    601
    ACCOUNTS
  • Average Account Value
    $217,310
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

CA, FL, NC, NJ, NY, OH, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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