Joe Mark Abbott
Investment adviser representative at LPL Financial LLC
12 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
12 years in the industry.
- LPL Financial LLCDec 2022 to now
- First National Bank of BastropNov 2022 to now
- Wells Fargo Clearing Services, LLCJun 2018 to Oct 2022
- Bbva Compass Insurance Agency, Inc.Sep 2014 to Jun 2018
- Bbva Wealth Solutions Inc.Jun 2014 to Jun 2018
- Bbva Securities Inc.May 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 4452950
- Firm CRD
- 6413