Joe Cuturilo
Joe Cuturilo is a registered investment advisor at LPL Financial LLC, based in Lombard, IL, with 25 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
325 S Main St Ste 1N, Lombard, IL, 60148
Get directionsHistory
Regulatory History (4)
Customer Dispute
March 2009Customer Dispute
December 2008Customer Dispute
September 2005Customer Dispute
January 2003Other Business ActivitiesSells Insurance
Joe operates Family Wealth Management as a DBA for his LPL business and is a Notary Public. He is also appointed with Producers Financial Group Midwest (PFG), Prudential, & Protective Life for certain life insurance cases, spends minimal time collecting rents from sub-tenants, and dedicates a few hours per week to his real estate rental business, J.B.E.L. Properties LLC.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.