Joseph A Alnutt
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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 Financial LLCJun 2023 to now
- Americu Credit UnionJun 2023 to now
- Pfs Investments Inc.Feb 2023 to Jun 2023
- Trappers Pizza PubDec 2022 to Jun 2023
- Primerica Financial ServicesOct 2022 to Jun 2023
- Empower FcuNov 2021 to Dec 2022
- Stingers Pizza PubSep 2018 to Dec 2022
- Holbrook HeatingJun 2018 to Sep 2018
- St John Fisher CollegeSep 2017 to May 2018
- Fabius Pompey CsdJun 2016 to Sep 2017
- Fabius Pompey High SchoolJan 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7700664
- Firm CRD
- 6413