Joseph John Palmucci
Investment adviser representative at LPL Financial LLC
16 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
16 years in the industry.
- LPL Financial LLCJul 2021 to now
- Daniel Guerra LLCJan 2018 to now
- The Amity Club of New HavenJun 2016 to now
- City of SheltonFeb 2016 to now
- Various Insurance Carriers for W&r Insurance AgenciesMay 2010 to now
- Waddell & Reed, Inc.May 2010 to now
- The Friends of Jimmy Miller IncJul 2011 to Oct 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2000
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 4264403
- Firm CRD
- 6413