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 - 1 of 1 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.

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