Joseph Giangiulio
Joseph Giangiulio is a registered investment advisor at LPL Financial LLC, based in Dallas, TX, with 42 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
3030 Lyndon B Johnson Fwy Suite 1640, Dallas, TX, 75234
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2010Customer Dispute
September 2006Customer Dispute
October 1999Other Business ActivitiesSells Insurance
Joseph is an independent insurance agent since 1983 and a CPA preparing tax returns and tax estimates since 1983. He also owns J Giangiulio LLC and provides tax services through Enjoy Inc, taking about half of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
State Registrations7 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.