Joseph Palombi, financial advisor Monroe WI
90 score

Joseph Palombi

CRD Number: 6185426
Current Firm: Lpl Financial LLC

Joseph Palombi (CRD# 6185426) is an Investment Advisor Representative working at Lpl Financial LLC in Monroe, WI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Charlotte, NC May 2013 - Current 5
Bank Of New Glarus New Glarus, WI May 2013 - Current 5
Sugar River Bank Brodhead, WI Mar 2011 - Apr 2013 2
Fabmasters Janesville, WI Jan 2011 - Apr 2011 < 1
Uw Whitewater Whitewater, WI Sep 2008 - Dec 2010 2
First American Credit Union Beloit, WI May 2010 - Aug 2010 < 1
Draeving Machine And Tool Beloit, WI Nov 2006 - Apr 2010 3
Uw Rock County Janesville, WI Sep 2006 - May 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Joseph D. Palombi
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    117,248
    MILLIONS
  • Total Number of Accounts
    551,780
    ACCOUNTS
  • Average Account Value
    $212,490
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, WY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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