Joseph Alfeo Dombro
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 LLCJan 2026 to now
- The Capital Advisory Group Advisory Services, LLCApr 2024 to Jan 2026
- United Planners Financial ServicesJan 2024 to Jan 2026
- Capital Advisory Group/united PlannersMar 2023 to Apr 2024
- TalentbridgeJul 2021 to Jun 2022
- AihuiJan 2020 to Jan 2023
- Robert HalfJan 2020 to Feb 2021
- UnemployedMay 2019 to Jan 2020
- Kruser ConstructionMay 2017 to Oct 2017
- Noodles and CompanyJan 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7704708
- Firm CRD
- 6413