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Joseph Michael Tiderencel

Investment adviser representative at LPL Financial LLC
11 yearsExperience
2 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

11 years in the industry.

  1. LPL Financial LLCApr 2024 to now
  2. Arrow Bank National AssociationOct 2025 to Mar 2026
  3. Community BankApr 2024 to Sep 2025
  4. RBC Capital Markets, LLCApr 2023 to Apr 2024
  5. Bank of America, N.A.Oct 2015 to Apr 2023
  6. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2015 to Apr 2023

Exams passed

  • Series 63 · Uniform Securities Agent State Law1995
  • Series 65 · Uniform Investment Adviser Law1996

State registrations

Registered as an investment adviser representative in 2 states (NY, 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
2682983
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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