Joseph Dennis Beaudoin

CFA · CFP

LPL Financial LLC

24 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning

LPL Financial LLC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

26657 advisors

Number of Clients

1,676,192 clients

Average Client Portfolio

$369K average

Assets Under Management

$618.9B

Fee Structure

Minimum Investment:$1K

Location

2 West Washington St, Fl 8, Greenville, SC, 29601

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

LPL Financial LLCBroker

October 2025 - Present · 4 mos

Apollon Financial, LLC

October 2025 - Present · 4 mos

Previous Registrations

Truist Investment Services, INC.Broker

February 2021 - October 2025 · 4 yrs 8 mos

Truist Advisory Services, INC.

February 2021 - October 2025 · 4 yrs 8 mos

Bb&t Securities, LLC

April 2018 - February 2021 · 2 yrs 10 mos

Bb&t Securities, LLCBroker

April 2018 - February 2021 · 2 yrs 10 mos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

June 2005 - April 2018 · 12 yrs 10 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

May 2005 - April 2018 · 12 yrs 11 mos

Morgan Stanley Dw INC.Broker

March 2002 - June 2005 · 3 yrs 3 mos

American Express Financial Advisors INC.Broker

August 2001 - March 2002 · 7 mos

Ids Life Insurance CompanyBroker

August 2001 - March 2002 · 7 mos

State Registrations20 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.