Joseph Spataro (CRD# 5767812) is an Investment Advisor Representative working at Lpl Financial LLC in Mokena, IL and has over 13 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Mokena, IL | Jul 2021 - Current | 2 |
| Waddell & Reed Inc. | Orland Park, IL | Jul 2011 - Jul 2021 | 10 |
| Various Insurance Carriers For W & R Insurance Agencies | Chicago, IL | Jul 2011 - Jul 2021 | 10 |
| Wicker Park Bucktown Chamber Of Commerce | Chicago, IL | Jan 2014 - Sep 2020 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2010 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2011 |
- AL
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- IA
- KS
- KY
- LA
- MD
- MI
- MN
- MS
- MO
- NV
- NJ
- NC
- OH
- PA
- SC
- TX
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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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