Victor Joseph
Investment adviser representative at LPL Financial LLC
14 yearsExperience
3 statesRegistered 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
14 years in the industry.
- LPL Financial LLCFeb 2025 to now
- Csi GroupOct 2022 to now
- Remax Select RealtyOct 2021 to Oct 2022
- Fox and Foxx RealtyJan 2020 to Oct 2021
- Redfin Real EstateOct 2017 to Jan 2020
- My Greener Dry CleanerFeb 2012 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (FL, NJ, TX).
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
- 2396848
- Firm CRD
- 6413