Joseph Biloon
Joseph Biloon is a CFP-designated registered investment advisor at LPL Financial LLC, based in Wilmington, DE, 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
5818 Kennett Pike, Wilmington, DE, 19807
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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 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
LPL Financial LLC
Previous Registrations
Lincoln Financial Securities Corporation
Independent Advisers Group CORP
Financial House, INC.
Lincoln Financial Securities CorporationBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations30 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.