Joseph Morelli
Joseph Morelli is a registered investment advisor at Lincoln Investment, based in Woodbridge, VA, with 35 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 137,534 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lincoln Investment offers investment management through financial advisors, charging a percentage of your portfolio's value. The maximum annual fee is 1.25%. In addition to the advisor fee, some accounts on the Lincoln Signature Solutions platform pay a platform fee, ranging from 0.02% to 0.24% depending on the account type and assets. Fees are negotiable with your advisor.
Location
3182 Golansky Blvd., Suite #201, Woodbridge, VA, 22192
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
April 2025Customer Dispute
August 2014Employment History
Current Registrations
Lincoln Investment
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Royal Alliance Associates, INC.Broker
Triple Check Financial Services, INC.Broker
State Registrations19 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.