Joseph Fox
Investment adviser representative at LPL Financial LLC
34 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
34 years in the industry.
- LPL Financial LLCJun 2026 to now
- Community Bank N.A.Jun 2026 to now
- UnemployedMar 2026 to Jun 2026
- J.P. Morgan Securities LLCSep 2024 to Mar 2026
- JPMorgan Chase Bank, N.A.Sep 2024 to Mar 2026
- UnemployedAug 2024 to Aug 2024
- Citizens Securities Inc.Sep 2020 to Jul 2024
- Equitable Advisors, LLCDec 2018 to Aug 2020
- UnemployedNov 2018 to Nov 2018
- StaplesDec 1992 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7037130
- Firm CRD
- 6413