Joe Vidueira
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCJul 2026 to now
- LPL FinanacialJul 2026 to now
- Kestra Investment Services LLCAug 2022 to Jul 2026
- Kestra Private Wealth ServicesAug 2022 to Jul 2026
- Bank of America, N.A.Oct 2019 to Aug 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2019 to Aug 2022
- UnemployedMay 2019 to Aug 2019
- Capital AnalyticsMar 2019 to May 2019
- UnemployedJan 2019 to Mar 2019
- T3 Trading Group, LLCDec 2017 to Jan 2019
- Words N IdeasAug 2017 to Dec 2017
- T3 Trading Group, LLCSep 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2307554
- Firm CRD
- 6413