Joel
Roth

Lpl Financial LLC

CRD#7186402
Investment Advisor
in Temperance, MI

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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

Series 66

Years Registered*

3 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

Office Location

7433 Jackman Rd
Temperance, MI 48182

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

MI Average: 13
Total Number of Accounts

1,688,501

MI Average: 661
Average Account Size

$217,956

MI Average: $977,396

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.*

2019 - Present (5 years)

Lpl Financial, LLC

2010 - Present (14 years)

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

Eric Matthews
Fort Mill, SC
Joseph Praino
Purchase, NY
Daniel Gielow
Festus, MO
Bridget Platania
Arlington Heights, IL
Eric Shore
Danville, IL
Aaron Belgard
Guntersville, AL
Jon Mcknight
Dyersburg, TN
Karen Soule
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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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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