Joanne Marie Laessig
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 LLCMay 2025 to now
- Massmutual Life Insurance CoOct 2022 to May 2025
- MML Investors Services, LLCOct 2022 to May 2025
- LPL Financial LLC.Aug 2022 to Oct 2022
- Self-employedJun 2022 to Aug 2022
- Hightower Advisors LLCMar 2020 to Jun 2022
- Hightower Securities LLCMar 2020 to Jun 2022
- UBS Financial Services Inc.Apr 2019 to Apr 2020
- Hightower Advisors LLCOct 2017 to Apr 2019
- Hightower Securities, LLCOct 2017 to Apr 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2016 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 5042849
- Firm CRD
- 6413