Joel
Roth
Lpl Financial LLC
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About this Advisor
Joel Roth is a financial advisor who works out of Temperance, Michigan with a total of 3 years of relevant experience. Roth is on the advisory team at Lpl Financial LLC. Over the course of their career, Roth has held roles at Hope Baptist Church and Lpl Financial, LLC. Roth holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Michigan. Lpl Financial LLC is a business headquartered in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 advisors. It has $368 billion in total assets between its 1,688,501 accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 3,425 charitable organizations. Of its 1,688,501 client accounts, 31% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The company offers a number 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. Fees charged by financial advisors usually are based on which services the firm provides the client. Fees charged by Lpl Financial LLC can 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
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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
Joel Roth Work History
Joel has been registered as a financial advisor for 3 years.*
Lpl Financial, LLC
Hope Baptist Church
*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 Joel Roth 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
Lawrenceburg, IN
Festus, MO
Arlington Heights, IL
Danville, IL
Guntersville, AL
Dyersburg, TN
Boston, MA
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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