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Raymond A

Series 63, Series 65

Rome, NY

LPL Financial

Raymond Acosta is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at LPL Financial since 2022 and previously held roles at CUNA Brokerage Services, Lifemark Securities Corp., and AmeriCU Credit Union, where he continues to serve. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various account types.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Joseph A

Series 66

Rome, NY

LPL Financial

Joseph Alnutt is a financial advisor with LPL Financial in Rome, NY, holding a Series 66 designation and three years of industry experience. He has worked at AmeriCU Credit Union and Primerica prior to joining LPL Financial. Outside of advising, his background includes roles in the food service industry, such as managing at Trappers Pizza Pub and Stingers Pizza Pub. 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 and model portfolio programs, supported by technology tools and a broad platform that oversees over $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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