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Kevin John Gianfortune

LPl Financial LLC

Voorhees, NJ

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-05-20
NJ RA APPROVED 2024-03-22
  • TX RA
    APPROVED_RES
    Since 2025-05-20
  • NJ RA
    APPROVED
    Since 2024-03-22

Branch Locations

1202 Laurel Oak Rd Ste 206, Voorhees, NJ 08043 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Penn Mutual Life Ins Co Conshohocken PA 06/2007 01/2020
Hornor Townsend And Kent, Inc Conshohocken PA 06/2007 01/2020
Lincoln Financial Advisors Corporation Moorestown NJ 02/2020 03/2024
Lpl Financial Llc Voorhees NJ 03/2024 Present
  • 06/2007 → 01/2020
    Penn Mutual Life Ins Co
    Conshohocken, PA
  • 06/2007 → 01/2020
    Hornor Townsend And Kent, Inc
    Conshohocken, PA
  • 02/2020 → 03/2024
    Lincoln Financial Advisors Corporation
    Moorestown, NJ
  • 03/2024 → Present
    Voorhees, NJ
Previous Registrations
  • 2020-02-24 → 2024-03-27
    Osaic Fa, Inc.
    Moorestown, NJ
    Voorhees, NJ
    Blue Bell, PA
  • 2015-03-02 → 2020-02-03
    Conshohocken, PA
    Haddonfield, NJ
    Moorestown, NJ
    Moorestown, NJ
    Haddonfield, NJ
Other Businesses

1) 03/12/2024 - Fortune Financial Planning - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 150 Hours per month. 2) 03/12/2024 - Kevin Gianfortune - Non-Variable Insurance - Selling: Fixed Deferred Annuity, SPIA, Term Life, Disability, LTC, IUL, GUL, SIUL - Nexus Financial & RHM Partners - NJ 08043 - Investment related - 30 Hours per month - Start date: 07/27/2007. 3) 03/12/2024 - JS BENEFITS GROUP - Non-Variable Insurance - Selling: Group Health and Disability- JS Group - PA, 18940 - Investment related - 15 Hours per month - Start date: 03/18/2010. 4) 02/27/2025 - Fortune Financial Planning Acquisition, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date:01/31/2025 - 150 Hrs/Mth - 8 Hrs During Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-02-10
S63 Uniform Securities Agent State Law Examination 2007-12-07
  • S65 Uniform Investment Adviser Law Examination
    2015-02-10
  • S63 Uniform Securities Agent State Law Examination
    2007-12-07

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