Jupiter, FL N Hwy A1 A Office

Joseph Trotta is a financial advisor with LPL Financial in Jupiter, Florida, holding a Series 63 designation and possessing 51 years of industry experience. He has worked with Linsco Private Ledger since 2006. Outside of his advisory role, he is involved in Oceanview Management LLC and has activities in outside fixed insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party providers.

Brian Zimms is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 33 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is associated with BrianAlhambra LLC, a business entity established for tax and investment purposes that is not investment related. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning and advisory programs, providing both discretionary and non-discretionary management alongside model portfolios and research support.