Joanne Natale (CRD# 1553080) is an Investment Advisor Representative working at Lpl Financial LLC in Line Lexington, PA and has over 25 years of experience in the finance industry. Joanne Natale has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1982803
Ameriprise Financial Services, LLC
CRD# 1796733
Carnegie Wealth Management, LLC
CRD# 2913549
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Lexington, PA | May 2024 - Current | < 1 |
| Proactive Tax Strategies, LLP | Line Lexington, PA | Jan 2022 - Current | 2 |
| Securities America Inc. | Coopersburg, PA | Oct 2017 - May 2024 | 6 |
| Securities America Advisors | Coopersburg, PA | Oct 2017 - May 2024 | 6 |
| Proactive Accounting Solutions, Inc. (formerly J Marko Cpa Serv | Coopersburg, PA | Jan 2005 - Dec 2021 | 16 |
| National Planning Corporation | Line Lexington, PA | Feb 2017 - Oct 2017 | < 1 |
| Guardian Life Insurance Company | Line Lexington, PA | Dec 2015 - Feb 2017 | 1 |
| Park Avenue Securities | Line Lexington, PA | Dec 2015 - Feb 2017 | 1 |
| Park Avenue Securities LLC | Coopersburg, PA | Jun 2013 - Dec 2015 | 2 |
| Guardian Life Insurance Co Of America | Coopersburg, PA | Jun 2013 - Dec 2015 | 2 |
| Park Avenue Securities LLC | New Britain, PA | May 2013 - Dec 2014 | 1 |
| Guardian Life Insurance Co Of America | New Britain, PA | May 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2011 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 1999 |
- PA
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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
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- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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