Joseph Cantanucci
Joseph Cantanucci is a registered investment advisor at LPL Financial LLC, based in Mclean, VA, with 26 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1640 Boro Place 4th Fl Ste 559, Mclean, VA, 22102
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2017Other Business ActivitiesSells Insurance
Joseph operates his LPL business through Advisorlink, dedicating full-time hours to it. He also engages in non-variable insurance activities through MassMutual Northern California and InsureTech Brokerage, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Mony Securities CorporationBroker
Nylife Securities INC.Broker
State Registrations9 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.
Exams
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