Joseph Dallo is a registered investment advisor at LPL Financial LLC, based in Farmington Hills, MI, with 7 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
31731 Northwestern Highway, Suite 261W, Farmington Hills, MI, 48334
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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.
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Joseph is involved in several business activities, including operating under DBAs for his LPL business (Financial Focus and Dallo Financial, LLC), working as a Primary Patent Examiner, practicing estate planning law, acting as a legal advisor, referring clients to other attorneys, managing a real estate rental, providing mortgage/real estate services, and working as a ghostwriter. None of these activities appear to involve selling insurance products.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations12 states
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