Joseph Barcellona
Joseph Barcellona is a CFP-designated registered investment advisor at LPL Financial LLC, based in Rochester, NY, with 14 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
2256 Hudson Ave, Rochester, NY, 14617
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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 is a notary public, spending minimal time on this activity. He also operates ESL Investment Services, LLC, which is his LPL business, dedicating full-time hours, and sells non-variable insurance products like life, disability, and long-term care insurance, spending about 10-20% of his time on this.
Employment History
Current Registrations
LPL Financial LLC
Esl Investment Services, LLCBroker
Esl Investment Services, LLC
LPL Financial LLCBroker
LPL Financial LLC
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.