Joshua Fazzino (CRD# 7574604) is an Investment Advisor Representative working at Lpl Financial LLC in South Windsor, CT and has 1 year of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Vernon, CT | Feb 2023 - Current | 1 |
| Securities America, Inc. | Vernon, CT | Jun 2022 - Feb 2023 | < 1 |
| Bryant University | Smithfield, RI | Sep 2018 - May 2022 | 3 |
| Powder Ridge Ski Resort | Middlefield, CT | Dec 2020 - Jan 2022 | 1 |
| First County Advisors | Stamford, CT | Jun 2021 - Aug 2021 | < 1 |
| Kevin K. Coleman Elementary | Woonsocket, RI | Jan 2021 - Jul 2021 | < 1 |
| Lyman Oarchards | Middlefield, CT | Mar 2020 - Aug 2020 | < 1 |
| 30 Stoneycrest Drive LLC | Middletown, CT | Jan 2018 - Oct 2019 | 1 |
| 30 Stoneycrest Drive LLC | Middletown, CT | Aug 2016 - Sep 2018 | 2 |
| Xavier High School | Middletown, CT | Aug 2015 - Jun 2018 | 2 |
| Coginchaug High School | Durham, CT | Jul 2014 - Aug 2015 | 1 |
| Strong Middleschool | Durham, CT | Jul 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- CT
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.