Joseph A Bommarito
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 LLCAug 2024 to now
- Pence FinancialAug 2024 to now
- Test Products, Inc.Jan 2023 to Aug 2024
- J.P. Morgan Chase Bank, N.A.Sep 2020 to Jan 2024
- J.P. Morgan Securities, LLCSep 2020 to Jan 2024
- Morgan StanleyMay 2018 to Sep 2020
- Morgan Stanley Private Bank, N.A.May 2018 to Sep 2020
- Auto Motion LogisticsNov 2017 to Apr 2018
- AXA FinancialSep 2016 to Nov 2017
- Di Fragillia RistorantiJan 2016 to Apr 2018
- Mirage Banquet HallMar 2010 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 6488631
- Firm CRD
- 6413