Joseph T. Smith,  CFP<sup>&reg;</sup> - Financial Advisor

Joseph T. Smith, CFP®

Financial Advisor

LPL Financial

14 Main Street, Suite 305B
Madison, NJ 07940
(973) 378-0022

General

Joseph Smith is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at LPL Financial in Madison, NJ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

LPL Financial

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth

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