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Joseph Christopoulos

12 Years of Experience
Arlington Heights, IL
BrokerSells Insurance

Joseph Christopoulos is a registered investment advisor at LPL Financial LLC, based in Arlington Heights, IL, with 12 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

2 South Dunton Avenue, Arlington Heights, IL, 60005

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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 under the DBA 72 Financial for his LPL business, dedicating about a quarter of his time to this investment-related activity. He also engages in non-variable insurance activities, spending a few hours per week on it during securities trading.

Employment History
Current Registrations
LPL Financial LLC
May 2014 - Present · 12 yrs
LPL Financial LLCBroker
March 2014 - Present · 12 yrs 2 mos
State Registrations10 states
AZCACOFLGAILINNYTXWI
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.