Joella Depra, financial advisor Valparaiso IN
93 score

Joella Depra

CRD Number: 5273939
Current Firm: Lpl Financial LLC

Joella Depra (CRD# 5273939) is an Investment Advisor Representative working at Lpl Financial LLC in Valparaiso, IN and has over 8 years of experience in the finance industry.

Similar Advisors
Genay Airey, financial advisor Valparaiso IN
Genay K. Airey
CRD# 1623480
Oneamerica Securities, Inc.
Score
96
Similar Advisors
Agnes Andrysiak, financial advisor Valparaiso IN
Agnes S. Andrysiak
CRD# 1868356
Ausdal Financial Partners, Inc.
Score
96
Similar Advisors
Mark Anleitner, financial advisor Valparaiso IN
Mark D. Anleitner
CRD# 4661368
J.p. Morgan Securities LLC
Score
96
Company Name Location Dates Years
Lpl Financial LLC Valparaiso, IN Jul 2011 - Current 5
1st Source Bank Valparaiso, IN Jun 2007 - Current 9
First National Bank Valparaiso Valpraiso, IN Jan 2004 - Current 12
Uvest Financial Services Group Inc. Charlotte, NC Nov 2007 - Jul 2011 3
Invest Financial Corporation Valparaiso, IN Apr 2007 - Oct 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Joella L. Depra
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Joella Depra and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.