Carl Marchitto (CRD# 1414843) is an Investment Advisor Representative working at Lpl Financial LLC in Orange, CT and has over 24 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 1483428
Abbington Investment Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Canton, CT | Jul 2021 - Current | 2 |
Waddell & Reed, Inc. | Hamden, CT | Dec 2000 - Jul 2021 | 20 |
Various Insurance Carriers For W & R Insurance Agencies | Orange, CT | Dec 2000 - Jul 2021 | 20 |
Cpm Insurance Brokerage | Cheshire, CT | Jul 2006 - Apr 2016 | 9 |
Orange Little Leage Softball Division | Orange, CT | Apr 2011 - Apr 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2001 |
S65 | NASAA Investment Advisors Law Examination | Oct 1999 |
- CT
- MA
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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