LPL Financial
26yrs
More experience than 74% of advisors nationwide
26yrs
Based in Landenberg, Pennsylvania, Joseph Biloon is a fiduciary financial advisor with 26 years of industry experience. Joseph has been with LPL Financial since 2022; before that, Joseph spent ten years at Osaic FS and 11 years at Independent Advisers Group. Joseph holds the CFP® designation.
One of 4 advisors with offices in Landenberg, and one of 4 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 25% by experience nationwide
OfficeLandenberg, PA
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 ?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.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowLPL Financial LLCCurrent firm
- 2012 – 2022Osaic FS, Inc.Previously
- 2006 – 2016Independent Advisers Group CorpPreviously
- 2006 – 2013Financial House, Inc.Previously
- 2001 – 2006Morgan Stanley DW Inc.Previously
Contact Joseph
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Joseph. Landenberg, PAOffice · Get directions Facebook pageLPL FinancialIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
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 Biloon. Joseph works from the Landenberg, PA office.
How long has Joseph been a financial advisor?
Joseph has been in the industry since 2000, about 26 years. Top 25% by experience nationwide.
What licenses does Joseph hold?
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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