Lpl Financial LLC
About this Advisor
Joseph Shortt is a financial advisor operating in Madison, Alabama, who has been in the advisory business for 16 years. Shortt is an advisor for Lpl Financial LLC. They have spent their entire career at Lpl Financial Llc. Shortt has a Series 63 license, certifying them as a securities representative, and can operate in Alabama and Texas. Lpl Financial LLC is an advisory business headquartered in Madison, Alabama. The firm has offices in 9,519 locations and a total of 23,035 advisors. It handles $208 billion in assets under management among its 892,326 customer accounts, making it one of the largest firms in the United States by assets under management. The firm advises 1,956 charitable organizations. Of its 892,326 accounts, 28% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Lpl Financial LLC offers a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors depend on which services the firm provides the client. However, fees charged by Lpl Financial LLC likely consist of some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Joseph Shortt Work History
Joseph has 16 years of experience.
Lpl Financial LLC
Joseph Shortt has no disclosures.
Please visit their SEC profile for more details.
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