JP
CFP
JP
CFP

Joseph Piszczor

19 Years of Experience
Canonsburg, PA
May Earn Commission

Joseph Piszczor is a CFP-designated registered investment advisor at LPL Financial LLC, based in Canonsburg, PA, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

1700 Ashwood Drive, Ste 1701, Canonsburg, PA, 15317

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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 Activities

Joseph operates his LPL business through Stein Wealth Advisors, LLC and Washington Family Wealth. He also has outside W-2 employment with Apparent Media Group LLC, dedicating minimal time to it, and about a quarter of his time to Washington Family Wealth.

Employment History
Current Registrations
LPL Financial LLC
December 2022 - Present · 3 yrs 5 mos
Previous Registrations
Newedge Advisors
November 2021 - December 2022 · 1 yr 1 mo
Mid Atlantic Financial Management, INC.
August 2020 - November 2021 · 1 yr 3 mos
Ilg Private Wealth, INC.
May 2018 - October 2020 · 2 yrs 5 mos
Csenge Advisory Group, LLC
April 2013 - April 2018 · 5 yrs
Fsc Securities Corporation
March 2013 - April 2018 · 5 yrs 1 mo
Fsc Securities CorporationBroker
March 2013 - April 2018 · 5 yrs 1 mo
Cetera Advisor Networks LLC
June 2009 - March 2013 · 3 yrs 9 mos
Cetera Advisor Networks LLCBroker
June 2009 - March 2013 · 3 yrs 9 mos
Ameriprise Financial Services, INC.
August 2006 - June 2009 · 2 yrs 10 mos
Ameriprise Financial Services, INC.Broker
August 2006 - June 2009 · 2 yrs 10 mos
State Registrations1 state
PA
Advisor

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.