Lifeline Financial, LLC

Lifeline Financial, LLC (CRD# 129327) is a financial advisory firm headquartered in Wethersfield, CT. They manage $60,125,463 in 70 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
322 Silas Deane Highway, Wethersfield, CT 06109
By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

CT

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

John Porriello (CRD# 1597810) is an Investment Advisor Representative working at Lifeline Financial, LLC in Wethersfield, CT and has over 36 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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