Lifeline Financial, LLC

Lifeline Financial, LLC (CRD# 129327) is a financial advisory firm headquartered in Wethersfield, CT. They manage $66,015,407 in 192 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    192
    ACCOUNTS
  • Average Account Value
    $343,830
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Lifeline Financial, LLC
Showing 1 - 3 of 3 top financial advisors.
1
John A. Porriello
CRD#: 1597810
322 Silas Deane Highway, Wethersfield, CT 06109
93
Wealthminder
score

John Porriello (CRD# 1597810) is an Investment Advisor Representative working at Lifeline Financial, LLC in Wethersfield, CT and has over 30 years of experience in the finance industry.

2
Brian M. Andrus
CRD#: 1450626
Guilford, CT
90
Wealthminder
score

Brian Andrus (CRD# 1450626) is an Investment Advisor Representative working at Lifeline Financial, LLC in Guilford, CT and has over 18 years of experience in the finance industry. Brian Andrus has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Michael J. Puckly
CRD#: 1451656
South Windsor, CT
90
Wealthminder
score

Michael Puckly (CRD# 1451656) is an Investment Advisor Representative working at Lifeline Financial, LLC in South Windsor, CT and has 1 year of experience in the finance industry.

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