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Joseph Dallo

Dallo Financial

31731 Northwestern Hwy, Suite 261W

Farmington, MI 48334

248-914-8146

Invest with Confidence, Live with Peace.

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

Years of Experience in Financial Services

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

Services

Investment Types

Stocks, Annuities, Insurance, Bonds, Options & Futures, Mutual Funds, Mortgages & Real Estate, Alternative Investments, Exchange Traded Funds (ETFs)

Can meet clients in the following ways

Email, Phone, Our Office, Video Conference

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

FinancialAdvisor.net provides referrals to financial professionals of LPL Financial, LLC (LPL). FinancialAdvisor.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay FinancialAdvisor.net cash compensation for these referrals, which creates the incentive for FinancialAdvisor.net 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

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC

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