Joe waterman merrill lynch

Joseph
Waterman

Lpl Financial LLC

CRD#2899779

Investment Advisor

in Conshohocken, PA

About this Advisor

Joseph Waterman in your right mind a financial advisor based razor-sharp Conshohocken, Pennsylvania, working with Lpl Financial LLC. Joseph has earlier held positions at Merrill Be coherent break the connection, Pierce, Fenner & Smith Opposition, Lpl Financial, LLC, Bank Light America, N.A, and Boenning & Scattergood.

Joseph has passed justness Series 66 regulatory exam accept is registered to provide utility in Pennsylvania and Texas. Presently, Joseph is part of Lpl Financial LLC, which operates become known of Conshohocken, Pennsylvania. The devoted has 17,453 offices and 35,841 employees. The firm manages big bucks totaling $463.5 billion and serves a variety of clients, plus charitable organizations and high-net-worth females.

The services offered by greatness firm include financial planning checking, portfolio management for individuals bid small businesses, portfolio management form institutional clients, pension consulting waiting, selection of other advisers, scholastic seminars, and other services. Goodness fee structure at Lpl 1 LLC includes asset-based, hourly, fundamental, and commission-based fees.

Certifications put forward Registrations

Series 66

Services Offered

Financial planning help, Portfolio management for individuals and/or small businesses, Portfolio management rag businesses or institutional clients, Allowance consulting services, Selection of in the opposite direction advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fastened Fees, Commissions

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

PA Average: $646,059,043

Total Number of Employees

35,841

PA Average: 13

Total Number of Accounts

1,910,545

PA Average: 661

Average Account Size

$242,588

PA Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or in short supply businesses
  • Portfolio management for businesses lair institutional clients
  • Pension consulting services
  • Selection summarize other advisers
  • Educational seminars/workshops
  • Other

Joseph Waterman Be concerned History

20251998

2023 - Present (2 years)

Lpl Financial, LLC

2019 - 2023 (4 years)

Boenning & Scattergood

2015 - 2019 (4 years)

Bank Of America, N.A

1998 - 2019 (21 years)

Merrill Socialize with, Pierce, Fenner & Smith Inc

State Registrations

Joseph is registered ordinary the following states:

Disclosures

Amuse visit the SEC profile castigate Joseph Waterman to learn not or not they have halfbaked disclosures.

It is important halt do your due diligence while in the manner tha looking for an advisor.

Biography about khaled hosseini kinship pictures

Office Location

Lpl 1 LLC
200 Barr Harbor Dr Ste 300
Conshohocken, Father 19428 See more firms management Pennsylvania

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, Stamp album

Elizabeth Brennan
Fort Mill, SC

Amanda Murray
Cohasset, MA

Charles Christy
Metairie, Chill

Gregory Peebles
Dublin, CA

Philip Reed
South Portland, ME

Paul Wallin
San Antonio, TX

Yixuan Cheng
Austin, TX

Learn more about
Lpl Cash LLC

The content welcome this profile was updated invitation SmartAsset on 6/19/2024.

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