Alfonso Cioffi (CRD# 1165133) is an Investment Advisor Representative working at Lpl Financial LLC in Warrensburg, NY and has over 30 years of experience in the finance industry.
CRD# 6563579
Edward Jones
CRD# 1137908
Archetype Advisors, LLC
CRD# 3153732
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | Charlotte, NC | Jul 2012 - Current | 11 |
| Glens Falls National Bank | Glens Falls, NY | Jul 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1993 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2003 |
- NY
- VT
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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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