Joseph SzelaCRD Number: 5997117
Current Firm: Lpl Financial LLC
Joseph Szela (CRD# 5997117) is an Investment Advisor Representative working at Lpl Financial LLC in Charlton, MA and has over 5 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Signator Investors, Inc.
Balance Sheet Solutions LLC
|Lpl Financial||Oxford, MA||Nov 2011 - Current||5|
|Paul E. Daoust & Company, P.c.||Charlton, MA||Aug 1998 - Current||19|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2012|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV