John Capece (CRD# 2848080) is an Investment Advisor Representative working at Lpl Financial LLC in Wallingford, CT and has over 27 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4297910
Milestone Asset Management Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Wallingford, CT | May 2021 - Current | 3 |
Voya Financial Advisory | North Haven, CT | Sep 2014 - May 2021 | 6 |
Grand Apizza | North Haven, CT | Jan 2015 - Aug 2017 | 2 |
Capital Financial Planning | Latham, NY | May 2003 - Aug 2016 | 13 |
Ing Financial Partners | North Haven, CT | Jan 2004 - Aug 2014 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1997 |
S65 | NASAA Investment Advisors Law Examination | Sep 1997 |
- CT
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Total Assets Under Management463,475MILLIONS
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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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