Joseph Winslow, financial advisor San Mateo CA

Joseph Winslow

CRD Number: 2080981
Current Firm: Lpl Financial LLC

Joseph Winslow (CRD# 2080981) is an Investment Advisor Representative working at Lpl Financial LLC in San Mateo, CA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC San Mateo, CA Aug 2020 - Current 3
Minnesota Life Insurance Co St Paul, MN Jan 1992 - Aug 2020 28
Securian Financial Services, Inc. St. Paul, MN Jan 1992 - Aug 2020 28
Link-allen And Assoc. San Mateo, CA Jan 1992 - Aug 2020 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1991
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Joseph D. Winslow
Phone Number: 704-733-3300
Registered State(s):
  • CA
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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