Jessica Lorubbio (CRD# 6059978) is an Investment Advisor Representative working at Lpl Financial LLC in Goshen, NY and has over 2 years of experience in the finance industry.
CRD# 5146297
Origin Investment Advisory LLC
CRD# 5834533
Charles Schwab & Company, Inc.
CRD# 5837317
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Goshen, NY | Feb 2023 - Current | 1 |
| Securities America Advisors | Goshen, NY | Mar 2022 - Feb 2023 | < 1 |
| Securities America, Inc. | Goshen, NY | Oct 2017 - Feb 2023 | 5 |
| National Planning Corporation | Santa Monica, CA | Apr 2012 - Oct 2017 | 5 |
| Northwestern Mutual | Newburgh, NY | Jun 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- NY
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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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