Joseph Edward Burgard
Investment adviser representative at LPL Financial LLC
13 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
13 years in the industry.
- LPL Financial LLCFeb 2025 to now
- Wells Fargo Advisors Financial Network, LLCAug 2024 to Feb 2025
- Joseph BurgardSep 2020 to Aug 2024
- Santander Bank, NAOct 2019 to Sep 2024
- Santander Securities, LLCOct 2019 to Sep 2024
- Hornor Townsend & Kent IncSep 2018 to Oct 2019
- Bubbakoos BurritosOct 2017 to Feb 2018
- Penn Mutual Life Ins CoJun 2017 to Oct 2019
- Golds Gym HowellMay 2015 to Sep 2017
- Georgian Court UniversityJul 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7009060
- Firm CRD
- 6413