Lifemark Securities
40yrs
Top advisor by experience in Barre
32yrs
Joseph Paul Preddy
Financial advisor at LPL Financial
At a glance
Experience32 years (since 1995)
How that compares ?Top 13% by experience in Barre
Office316 North Main Street, Barre, VT 05641
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2020 – nowLPL Financial LLCCurrent firm
- 2013 – 2020Cetera Wealth Services, LLCPreviously
- 2002 – 2013Tower Square Securities, Inc.Previously
- Aug 2000 – Jun 2002Citigroup Global Markets Inc.Previously
Questions to ask Joseph
Tailored to Joseph’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Joseph
How do I contact Joseph?
Call LPL Financial at 704-733-3300 and ask for Joseph Paul Preddy. Joseph works from the Barre, VT office.
How long has Joseph been a financial advisor?
Joseph has been in the industry since 1995, about 32 years. Top 13% by experience in Barre.
What licenses does Joseph hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Joseph a fiduciary?
Joseph is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joseph paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Joseph for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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