Paul Anthony Finocchiaro
Investment adviser representative at LPL Enterprise, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$24.9BFirm assets
Are you Paul Anthony Finocchiaro? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Enterprise, LLCAug 2025 to now
- UnemployedFeb 2025 to Aug 2025
- C2p Capital Advisory Group, LLC dba Prosperity Capital AdvisorsApr 2024 to Jan 2025
- Centrus Financial Strategies (D.B.A. for Advisory Business)Apr 2024 to Jan 2025
- UnemployedDec 2023 to Mar 2024
- Southshore Financial PlanningApr 2022 to Nov 2023
- Zeiders Enterprises, IncNov 2016 to Aug 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4201809
- Firm CRD
- 8733