Joseph Tarquini (CRD# 7130006) is an Investment Advisor Representative working at Lpl Financial LLC in Marshfield, MA and has 1 year of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Marshfield, MA | May 2023 - Current | < 1 |
| Royal Alliance | Marshfield, MA | Dec 2022 - May 2023 | < 1 |
| Mcadam Financial | Boston, MA | May 2020 - Oct 2022 | 2 |
| Boston College Undergraduate | Chestnut Hill, MA | Aug 2016 - May 2020 | 3 |
| Northeast Investment Advisors, LLC | Framingham, MA | May 2019 - Aug 2019 | < 1 |
| Herb Chambers Companies | Boston, MA | May 2018 - Aug 2018 | < 1 |
| Herb Chambers Companies | Boston, MA | Dec 2016 - May 2018 | 1 |
| Massachusetts Institute Of Technology | Cambridge, MA | Jun 2016 - Aug 2016 | < 1 |
| Xaverian Brothers High School | Westwood, MA | Aug 2012 - Jun 2016 | 3 |
| Massachusetts Institute Of Technology | Cambridge, MA | Jul 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
| S63 | Uniform Securities State Law Examination | Apr 2023 |
- MA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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