Joseph Edward Burgard

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2013 → 05/2017
  Georgian Court University
  Lakewood, NJ
• 06/2017 → 10/2019
  Penn Mutual Life Ins Co
  Horsham, PA
• 05/2015 → 09/2017
  Golds Gym Howell
  Howell, NJ
• 09/2018 → 10/2019
  Hornor Townsend & Kent Inc
  Horsham, PA
• 10/2019 → 09/2024
  Santander Bank, Na
  Boston, MA
• 10/2019 → 09/2024
  Santander Securities, Llc
  Dorchester, MA
• 10/2017 → 02/2018
  Bubbakoos Burritos
  Jackson, NJ
• 09/2020 → 08/2024
  Joseph Burgard
  Brick, NJ
• 08/2024 → 02/2025
  Wells Fargo Advisors Financial Network, Llc
  Palm Beach Gardens, FL
• 02/2025 → Present
  Lpl Financial
  Colts Neck, NJ

Previous Registrations

• 2025-02-18 → 2025-03-06
  Wells Fargo Advisors Financial Network, Llc
  Red Bank, NJ
  Palm Beach Gardens, FL

Other Businesses

12/03/2024 - Notary - Investment Related - Colts Neck, NJ 07722 - OBA Start Date 08/02/2020 - Hours per month 1 - Time Spent 1 12/03/2024 - Shorepoint Wealth Management - DBA for LPL Business (entity for LPL Business) - Investment Related - Colts Neck, NJ 07722 - OBA Start Date 02/24/25 - Hours per month 160, Time Spent 100

Exams

• S66 Uniform Combined State Law Examination
  2025-02-12
• S63 Uniform Securities Agent State Law Examination
  2019-07-19

Other Names

• Joseph Edward Burgard
• Joseph E Burgard
• Joseph Burgard