Joseph Cone, financial advisor Greensboro NC
89 score

Joseph Cone

CRD Number: 6246880
Current Firm: Lpl Financial LLC

Joseph Cone (CRD# 6246880) is an Investment Advisor Representative working at Lpl Financial LLC in Greensboro, NC and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Greensboro, NC Oct 2013 - Current 3
Self Greensboro, NC Apr 2013 - Aug 2013 < 1
Nc Dept Of Public Safety Raleigh, NC May 2013 - Jul 2013 < 1
University Of Wisconsin-madison Madison, WI Jan 2012 - Mar 2013 1
University Of Wisconsin-madison Madison, WI Aug 2011 - Dec 2011 < 1
N/a Madison, WI Mar 2011 - Jul 2011 < 1
Irell & Manella LLP Los Angeles, CA Nov 2009 - Feb 2011 1
N/a Los Angeles, CA Oct 2009 - Oct 2009 < 1
Nc Supreme Court Raleigh, NC Aug 2008 - Sep 2009 1
Nyu School Of Law New York, NY Sep 2007 - Jul 2008 < 1
Irell & Manella LLP Los Angeles, CA May 2007 - Aug 2007 < 1
Nyu School Of Law New York, NY Sep 2005 - May 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2014
S63 Uniform Securities State Law Examination Nov 2013
Contact Info for Joseph S. Cone
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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