Anthony Sorrentino (CRD# 821672) is an Investment Advisor Representative working at Lpl Financial LLC in North Haven, CT and has over 15 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | North Haven, CT | Sep 2020 - Current | 3 |
| Retirement Planning Partners LLC | North Haven, CT | Aug 2008 - Current | 15 |
| Financial Underwriters | Nort Haven, CT | Jan 1976 - Current | 48 |
| Securities America, Inc. | North Haven, CT | Sep 2020 - Oct 2020 | < 1 |
| Securities America Advisors, Inc. | La Vista, NE | Sep 2020 - Oct 2020 | < 1 |
| Securities Service Network, Inc. | North Haven, CT | Oct 2016 - Sep 2020 | 3 |
| Ssn Advisory, Inc. | North Haven, CT | Oct 2016 - Sep 2020 | 3 |
| Ameritas Investment Corp. | Lincoln, NE | Jun 2006 - Oct 2016 | 10 |
| Ameritas Life Insurance | Lincoln, NE | Jun 2006 - Oct 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2008 |
- CT
-
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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