Joseph Dallo
Dallo Financial
31731 Northwestern Hwy, Suite 261W
Farmington, MI 48334
2489148146
About Dallo Financial
At Dallo Financial we are financial consultants that are committed to helping people. You have a vision and a purpose. We provide holistic, comprehensive, and proactive financial planning that is personalized for your purpose. Whatever your goals are, Dallo Financial is prepared to assist you in focusing on those goals and creating your plan. Our advisors are passionate about what they do. We care about you and are driven by your success.
See Disclosures
General Information
Firm Start Year
CRD#
6920688
Firm CRD#
6413
Name of Broker/Dealer
LPL FINANCIAL LLC
States Licensed in
MI
Years of Experience in Financial Services
5
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Financial Planning for Businesses, Financial Planning for Individuals, Risk Management, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting
Compliance
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
AIF®
Securities Licenses
Series 66, Series 7
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$100K+
Compensation Methods
Based on Assets
Disclosures
RothIRA.org provides referrals to financial professionals of LPL Financial, LLC (LPL). RothIRA.org is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RothIRA.org cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures