McLean Asset Management
46yrs
Top advisor by experience in Tysons
29yrs
Joseph Simon has worked in the financial industry for 29 years and is a fiduciary financial advisor based in Tysons, Virginia. After two years at Good Life Advisors and five years at First Command Advisory Services, Joseph joined LPL Financial in 2024, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 40 advisors with offices in Tysons, and one of 38 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 10% by experience in Tysons
Office8260 Greensboro Dr Suite 250, Tysons, VA 22102
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowLPL Financial LLCCurrent firm
- May 2022 – Jan 2024Good Life Advisors, LLCPreviously
- 2017 – 2022First Command Advisory ServicesPreviously
- 2006 – 2016Amundi Pioneer Institutional Asset Management, Inc.Previously
- Oct 2004 – Apr 2006Amundi Asset Management US, 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
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About Joseph
How do I contact Joseph?
Call LPL Financial at (704) 733-3300 and ask for Joseph Simon. Joseph works from the Tysons, VA office.
How long has Joseph been a financial advisor?
Joseph has been in the industry since 1997, about 29 years. Top 10% by experience in Tysons.
What licenses does Joseph hold?
Series 63, Series 65, Series 66. 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 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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