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Joseph Alnutt

Advisor at LPL Financial

Updated today

Location

Oneida, NY 13421

Credentials

Series 66

Industry experience

3 years

About

Joseph Alnutt is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior roles include positions at AmeriCU Credit Union, Primerica Advisors, and Empower FCU. Outside of financial services, he has experience working in the restaurant industry, including at Stingers Pizza Pub and Trappers Pizza Pub. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

280 Genesee Street

Oneida, NY 13421

Most active in

New York

Work history

AmeriCU Credit Union

2023 - Present (3 years)

LPL Financial

2023 - Present (3 years)

Primerica Advisors

2023 - 2023 (1 year)

Trappers Pizza Pub

2022 - 2023 (1 year)

Primerica Financial Services

2022 - 2023 (1 year)

Empower FCU

2021 - 2022 (1 year)

Stingers Pizza Pub

2018 - 2022 (4 years)

Holbrook Heating

2018 - 2018 (1 year)

St John Fisher College

2017 - 2018 (1 year)

Fabius Pompey CSD

2016 - 2017 (1 year)

Fabius Pompey High School

2013 - 2017 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Wealth management
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Series 65

Rome, NY

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Wealth management
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Wealth management
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