Joseph PalombiCRD 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.
Savant Capital Management
Sii Investments, Inc.
Sii Investments, Inc.
|Lpl Financial||Charlotte, NC||May 2013 - Current||4|
|Bank Of New Glarus||New Glarus, WI||May 2013 - Current||4|
|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|
|Footville Mini Mart||Footville, WI||Apr 2006 - Nov 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
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
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