Joseph E. Rackley

Vice President, Traditional Due Diligence

As Vice President, Traditional Due Diligence, Joseph (Joey) Rackley is a member of the LPL Financial Research Department. Mr. Rackley is responsible for conducting in-depth due diligence, as well as overseeing a team of analysts responsible for diligence on equity, fixed income, liquid real assets, liquid alternative mutual fund, and separately managed account managers. In addition, he actively participates in the selection and monitoring of fixed income, equity strategies, and asset allocation for the Model Wealth Portfolios (MWP), Optimum Market Portfolios (OMP), Personal Wealth Portfolios (PWP), and Strategic Asset Management (SAM) platforms and models. 

Prior to joining LPL Financial in 2008, he served as a vice president and research analyst/portfolio strategist in the Advisory Services Group at Wachovia Securities, LLC. His responsibilities included the research and analysis of individual mutual funds and separately managed account strategies. He also was responsible for portfolio construction and performance monitoring of the fee-based wrap program portfolios.  

Mr. Rackley received a bachelor's degree in history from Brown University in 2003. Additionally, Mr. Rackley is Series 7 and 63 registered. 


*Joseph Rackley is an employee of the LPL Financial Research Department and is not affiliated with Cornerstone Wealth Management.

Phone (435) 215-4772