Joseph  Borriello

Joseph Borriello

CFO-Team

Experience:
Joseph Borriello is a CFO for the LPL CFO Solutions team. He provides advisors with actionable insights based on financial analysis and strategic planning to help drive higher practice valuations.

Joe has over 20 years of experience in the financial services industry. Before joining LPL in 2021, he spent ten years at TD Ameritrade managing strategic accounts and working with Advisors to build a better business. Before TD, Joe also ran an independent RIA and has worked in the wirehouses.

Credentials:
Joe received a bachelor's degree in finance from the State University New York at Old Westbury. In addition, he has an associate’s degree in business administration from Nassau Community College and has his FINRA Series 7, 63, 24, and 65 registered through LPL.

Personal:
Joe resides in Nevada with his wife and three dogs, and he is an avid photographer.

Joseph Bariello is a LPL employee and is part of the CFO solutions program that supports multiple advisor's businesses