Cynthia
Giovacchino

Lpl Financial LLC

CRD#3274194
Investment Advisor
in Ansonia, CT

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About this Advisor

Cynthia Giovacchino is a financial advisor working out of Ansonia, Connecticut who has 11 years of industry experience. Giovacchino is on the advisory team at Lpl Financial LLC. During their career, the advisor has held roles at Webster Bank and Lpl Financial LLC. Giovacchino has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to work in Connecticut and Texas. Lpl Financial LLC is a financial advisory business that has its headquarters in Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 people on staff. It administers $368 billion in assets between its 1,688,501 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 3,425 charities and foundations. Of its 1,688,501 client accounts, 31% are associated with high-net-worth investors who have more than $1 million in assets. Lpl Financial LLC performs a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fee schedules typically are based on which services the firm provides the client. Fee types billed by Lpl Financial LLC most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

200 Division St.
Ansonia, CT 06401

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

CT Average: $646,059,043
Total Number of Employees

31,366

CT Average: 13
Total Number of Accounts

1,688,501

CT Average: 661
Average Account Size

$217,956

CT Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Cynthia Giovacchino Work History

Cynthia has been registered as a financial advisor for 11 years.*

2011 - Present (13 years)

Lpl Financial LLC

1986 - Present (38 years)

Webster Bank

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Cynthia Giovacchino to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Andrew Gaber
Parker, CO
Scott Feher
Walnut Creek, CA
Daniel Mehan
Chico, CA
Michelle Cannan
Rochester, NY
Gregory Yuen
Aptos, CA
Hope Hoch
Oldsmar, FL
Kevin Harvey
Chico, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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