Joseph
Shortt

Lpl Financial LLC

CRD#2541125
Investment Advisor
in Madison, AL

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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

Series 63

Years of Experience

16 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

7600 Hwy 72 W, Suite 201
Madison, AL 35758

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

AL Average: $646,059,043
Total Number of Employees

23,035

AL Average: 13
Total Number of Accounts

892,326

AL Average: 661
Average Account Size

$232,867

AL Average: $977,396

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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
  • Other

Joseph Shortt Work History

Joseph has 16 years of experience.

2004 - Present (17 years)

Lpl Financial LLC

Disclosures

Joseph Shortt has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
James Dannel
Knoxville, TN
John Fitch
Charlotte, NC
Robert Wilson
Providence Forge, VA
Matthew Schultz
Fargo, ND
Brett Hudson
Sedalia, MO
Brian Fahrner
Des Plaines, IL
Andrew Fraser
Austin, TX

This content was compiled from the SEC and FINRA.

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