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CFP
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CFP

Joseph Biloon

LPL Financial LLC
26 Years of Experience
Landenberg, PA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Joseph Biloon is a CFP-designated registered investment advisor at LPL Financial LLC, based in Landenberg, PA, 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.

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
—
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Location

Landenberg, PA

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Joseph operates Financial House as a DBA for his LPL business and Financial House Advisors, LLC, also a DBA for his LPL business. He is also part owner of Road 9 LLC, a real estate rental company, and owner of CFC Inc., selling non-variable insurance products. These activities take minimal time.

Employment History
Current Registrations
LPL Financial LLCBroker
November 2022 - Present · 3 yrs 11 mos
LPL Financial LLC
November 2022 - Present · 3 yrs 11 mos
LPL Financial LLC
November 2022 - Present · 3 yrs 11 mos
Previous Registrations
Lincoln Financial Securities Corporation
August 2012 - December 2022 · 10 yrs 4 mos
Independent Advisers Group CORP
April 2006 - December 2016 · 10 yrs 8 mos
Financial House, INC.
April 2006 - December 2013 · 7 yrs 8 mos
Lincoln Financial Securities CorporationBroker
April 2006 - December 2022 · 16 yrs 8 mos
Morgan Stanley
January 2001 - March 2006 · 5 yrs 2 mos
Morgan Stanley Dw INC.Broker
August 2000 - March 2006 · 5 yrs 7 mos
State Registrations30 states
AZCACOCTDCDEFLGAHIILKYMAMDMEMOMTNCNJNVNYOHPARISCTNTXVAVTWAWV
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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