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Joseph Salamone

LPL Financial LLC
52 Years of Experience
Canonsburg, PA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Joseph Salamone is a registered investment advisor at LPL Financial LLC, based in Canonsburg, PA, with 52 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1800 Main St Ste 210, Canonsburg, PA, 15317

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2009
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Joseph operates Salamone Financial Network and Benchmark Wealth Management as DBAs for his LPL business, dedicating full-time hours to these investment-related activities. He is also a co-owner of Benchmark Lease Group LLC for tax/investment purposes and acts as a broker for non-variable insurance, spending minimal time on this.

Employment History
Current Registrations
LPL Financial LLCBroker
February 2024 - Present · 2 yrs 8 mos
LPL Financial LLC
February 2024 - Present · 2 yrs 8 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2023 - February 2024 · 8 mos
Blue Vase Capital Management
January 2006 - December 2008 · 2 yrs 11 mos
Cetera Advisor Networks LLCBroker
October 2005 - February 2024 · 18 yrs 4 mos
Cetera Advisor Networks LLC
October 2005 - June 2023 · 17 yrs 8 mos
Blue Vase Securities, LLC
February 2003 - December 2005 · 2 yrs 10 mos
Blue Vase Securities, LLCBroker
February 2000 - October 2005 · 5 yrs 8 mos
Royal Alliance Associates, INC.Broker
November 1989 - January 1990 · 2 mos
Integrated Resources Equity CorporationBroker
September 1982 - November 1989 · 7 yrs 2 mos
Lincoln National Pension Insurance CompanyBroker
December 1981 - January 1989 · 7 yrs 1 mo
The Lincoln National Life Insurance CompanyBroker
September 1974 - March 2000 · 25 yrs 6 mos
Lincoln Financial Advisors CorporationBroker
September 1974 - March 2000 · 25 yrs 6 mos
State Registrations20 states
AZCACTDEFLMAMDMIMNMSMTNCNYOHPASCSDTXVAWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
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