Joseph Sullivan, CFP®, CLU®, ChFC®
Brokerage Director at Highland Capital Brokerage
📍 United States
As Brokerage Director for Highland Capital Brokerage, Joseph provides strategic guidance on advanced insurance and financial planning. His expertise, developed during his time as AVP at LPL Financial, is supported by a Bachelor of Science in Finance from Florida State University and numerous certifications.
Joseph holds a trifecta of key industry designations: Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®).
Read the full overview →Experience
7 Years
Current Role
Brokerage Director
Job Level
Mid-senior
Location
United States
Personality Overview
Personality insights not availableWe need more social data to generate the DISC analysis and selling playbook. The professional details below are still available.
Priorities
Topics Joseph cares about
Advanced Planning
His career and certifications (CFP, ChFC, CLU) are centered on developing advanced insurance and financial planning strategies for clients.
Brokerage Innovation
He works for a firm focused on providing innovative solutions and strategic guidance to financial professionals in the field.
Career
Work history
5-2026
Brokerage Director
Highland Capital Brokerage
5-2019 - 5-2026
AVP, Advanced Markets Consulting
LPL Financial
In the press
Media appearances
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Education
8-1988 - 4-1992
Bachelor of Science
Florida State University
Education details unavailable
FINRA Exam
Social presence
Other Highland Capital Brokerage Employees
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