Alfred Barbato, financial advisor Phoenixville PA

Alfred Barbato

CRD Number: 1882826
Current Firm: Lpl Financial LLC

Alfred Barbato (CRD# 1882826) is an Investment Advisor Representative working at Lpl Financial LLC in Phoenixville, PA and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Trumark Financial Credit Union Phoenixville, PA May 2022 - Current 1
Lpl Financial LLC Phoenixville, PA May 2022 - Current 1
Key Investment Services LLC Plymouth Meeting, PA Apr 2018 - May 2022 4
Wells Fargo Clearing Services, LLC Phoenixville, PA Nov 2016 - Apr 2018 1
Wells Fargo Bank, Na Phoenixville, PA Oct 2016 - Apr 2018 1
Wells Fargo Advisors, LLC Phoenixville, PA Oct 2016 - Nov 2016 < 1
Santander Bank Na Wayne, PA Aug 2014 - Sep 2016 2
Santander Securities LLC Guaynabo, PR Aug 2014 - Sep 2016 2
Cuso Financial Services, LP San Diego, CA Oct 2012 - Aug 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1988
S65 NASAA Investment Advisors Law Examination May 1996
Contact Info for Alfred D. Barbato
Phone Number: 704-733-3300
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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