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John Alfonse Porriello

LIFELINE FINANCIAL, LLC·WETHERSFIELD, Connecticut
Series 6, Series 22, Series 26, Series 63Clean record27 years registeredLIFELINE FINANCIAL, LLC
322 SILAS DEANE HIGHWAY, WETHERSFIELD, CT 06109-1735CRD# 1597810Firm CRD# 129327

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Alfonse Porriello · WETHERSFIELD, CT
Registration
CRD #1597810 · LIFELINE FINANCIAL, LLC · 27 years registered
Brand Profile
Not yet started
01

Career History

LIFELINE FINANCIAL, LLC
Jan 2019 – present
LIFELINE FINANCIAL, LLC
Dec 2003 – Dec 2018
WETHERSFIELD, CT
MAIN STREET MANAGEMENT COMPANY
Apr 1999 – Dec 2003
EAST HARTFORD, CT
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 22
Series 26
Series 63
Registration record
First registered · April 26, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LIFELINE FINANCIAL, LLC
CRD 129327 · SEC 801-69388
AUM
$41M
Regulatory assets under management
Employees
1
180 client accounts
Services offered by LIFELINE FINANCIAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LIFELINE FINANCIAL, LLC →
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05

Frequently Asked Questions

What services does John Alfonse Porriello offer?
John Alfonse Porriello specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WETHERSFIELD, Connecticut for a consultation.
What are John Alfonse Porriello's credentials?
John Alfonse Porriello is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Alfonse Porriello located?
John Alfonse Porriello is based in WETHERSFIELD, Connecticut, working with LIFELINE FINANCIAL, LLC. Their office serves clients in the WETHERSFIELD metropolitan area and surrounding communities.
How does John Alfonse Porriello charge for services?
John Alfonse Porriello's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LIFELINE FINANCIAL, LLC?
LIFELINE FINANCIAL, LLC has approximately 1 employees and manages $41M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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