John Porriello, financial advisor Wethersfield CT

John Porriello

CRD Number: 1597810
Current Firm: Lifeline Financial, LLC

John Porriello (CRD# 1597810) is an Investment Advisor Representative working at Lifeline Financial, LLC in Wethersfield, CT and has over 37 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Lifeline Financial East Hartford, CT Mar 1995 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1987
Contact Info for John A. Porriello
Phone Number: 860-282-1780
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    60
    MILLIONS
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $858,935
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CT

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