Joseph
Cina
Lpl Financial LLC
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About this Advisor
Joseph Cina is a financial advisor operating in San Diego, California with a total of 4 years of industry experience. Cina works at Lpl Financial LLC. Throughout their career, they have worked at National Asset Management, Lpl Financial, LLC, Charles Schwab & Co., Inc, Charles Schwab Bank, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and National Securities Corporation. Cina holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Connecticut. Lpl Financial LLC is a registered investment business based in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 employees. It controls $368 billion in assets among its 1,688,501 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 3,425 charities and foundations. Of its 1,688,501 accounts, 31% belong to high-net-worth clients who have more than $1 million in assets available to invest. The business offers a broad range of services, such as 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. Financial management fees usually depend on the financial services provided. However, fees charged by Lpl Financial LLC may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$368,018,536,946
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
31,366
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
1,688,501
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$217,956
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 Cina Work History
Joseph has been registered as a financial advisor for 4 years.*
Lpl Financial, LLC
National Asset Management
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
National Securities Corporation
Charles Schwab Bank
Charles Schwab & Co., Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Cina to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Dallas, TX
Aptos, CA
Los Angeles, CA
Denver, CO
Springfield, IL
Worcester, MA
Naples, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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