Joseph Victor Benedetti

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

• 11/2012 → Present
  Lpl Financial
  Crystal Lake, IL

Previous Registrations

• 2008-01-01 → 2012-11-13
  Wells Fargo Clearing Services, Llc
  Woodstock, IL
• 2000-12-13 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Woodstock, IL
  Woodstock, IL
  St. Louis, MO

Other Businesses

1. 09/17/2021 - 5 Oaks Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/30/2021 - 0 Hours Per Month/0 Hours During Securities Trading. 2. 06/30/2023 - 4 Oaks Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 11/12/2012 - 0 Hours Per Month/ During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2000-11-22
• S63 Uniform Securities Agent State Law Examination
  1996-09-20

Designations

• Certified Financial Planner

Other Names

• Joe Benedetti
• Joseph Benedetti
• Joseph V Benedetti