Joseph Robostello, financial advisor Philadelphia PA

Joseph Robostello

CRD Number: 5421960
Current Firm: Lpl Financial LLC

Joseph Robostello (CRD# 5421960) is an Investment Advisor Representative working at Lpl Financial LLC in Philadelphia, PA and has over 15 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Philadelphia, PA May 2013 - Current 10
Levy Wealth Management Group, LLC Philadelphia, PA May 2013 - Current 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Joseph Robostello
Phone Number: 704-733-3300
Registered State(s):
  • NJ
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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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