Joseph Longo is a registered investment advisor at LPL Financial LLC, based in Troy, MI, with 52 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
2855 Coolidge Hwy Ste 202, Troy, MI, 48084-3216
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph markets fixed insurance and annuity products and is an independent insurance agent specializing in fixed/medicare annuities and elder care planning. He also operates under the DBA Financial Solutions of Michigan.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Washington Square Securities, INC.Broker
Woodward Securities CorporationBroker
Mariner Financial Services, INC.Broker
Questor Financial ServicesBroker
Mutual Service CorporationBroker
Ids Life Insurance CompanyBroker
Ids Marketing CorporationBroker
Investors Diversified Services, INC.Broker
State Registrations1 state
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.