Joseph
Sarbello

Lpl Financial LLC

CRD#2177787
Investment Advisor
in Sea Girt, NJ

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About this Advisor

Joseph Sarbello is a financial advisor working in Sea Girt, New Jersey with 6 years of relevant experience. Sarbello is an employee of Lpl Financial LLC. Their career trajectory has included roles at Cetera Advisors LLC, National Planning Corporation and Lpl Financial LLC. Sarbello has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Delaware, Illinois, Maryland and New Jersey. Lpl Financial LLC is an advisory business based out of Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 financial advisors. It administers $368 billion in total assets between its 1,688,501 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 3,425 charities and foundations. Of its 1,688,501 accounts, 31% are held by high-net-worth clients who have greater than $1 million in investable assets. Lpl Financial LLC has a number 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. Financial management fee schedules vary depending on which services are provided. However, fee types billed by Lpl Financial LLC can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 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

2150 Highway 35 Ste 250
Sea Girt, NJ 08750

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

NJ Average: 13
Total Number of Accounts

1,688,501

NJ Average: 661
Average Account Size

$217,956

NJ 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

Joseph Sarbello Work History

Joseph has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Lpl Financial LLC

2015 - 2017 (2 years)

National Planning Corporation

2013 - 2015 (2 years)

Cetera Advisors LLC

*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 Sarbello 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
Gregory Horn
Lawrenceburg, IN
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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