Joseph John Alfinito
Advisor at LPL Financial — Rockwall, TX Ripasso Way
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
PFS™, Series 63, Series 66
Experience Industry experience
26 years
Location
Rockwall, TX 75032
LPL Financial
Institution
Joseph Alfinito is a financial advisor at LPL Financial with 26 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2023, he worked at Securities America Advisors and Summit Financial Group. Alfinito is also a CPA with longstanding involvement in tax preparation and accounting through his own practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Rockwall, TX Ripasso Way
1551 Ripasso Way
Rockwall TX 75032
Advisors at this office
2
Texas
26 years of industry experience
LPL Financial
2023 - Present • 3 years
Rockwall, TX
Securities America Advisors
2019 - 2023 • 4 years
Rockwall, TX
Securities America, Inc.
2019 - 2023 • 4 years
Rockwall, TX
Summit Financial Group Inc
2016 - 2019 • 3 years
Sewell, NJ
Summit Brokerage Services, Inc.
2016 - 2019 • 3 years
Sewell, NJ
Joseph J. Alfinito CPA
1999 - 2023 • 24 years
Sewell, NJ
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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