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Kenneth A Talentino

LPl Financial LLC

Sturbridge, MA

Danvers, MA

CRD 5693868

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2021-05-05
  • MA RA
    APPROVED
    Since 2021-05-05

Branch Locations

Sturbridge, MA • United States

150A Andover St, Suite 8, Danvers, MA 01923 • 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
Signator Investors, Inc. Andover MA 01/2014 08/2017
Voya Financial Advisors, Inc. Sturbridge MA 10/2017 04/2021
Unemployed Wayland MA 08/2017 10/2017
Nrt Llc Madison NJ 06/2017 04/2021
Lpl Financial, Llc Sturbridge MA 04/2021 Present
  • 01/2014 → 08/2017
    Signator Investors, Inc.
    Andover, MA
  • 10/2017 → 04/2021
    Voya Financial Advisors, Inc.
    Sturbridge, MA
  • 08/2017 → 10/2017
    Unemployed
    Wayland, MA
  • 06/2017 → 04/2021
    Nrt Llc
    Madison, NJ
  • 04/2021 → Present
    Lpl Financial, Llc
    Sturbridge, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-23
S63 Uniform Securities Agent State Law Examination 2009-09-08
  • S65 Uniform Investment Adviser Law Examination
    2015-12-23
  • S63 Uniform Securities Agent State Law Examination
    2009-09-08
Other Names
  • Kenneth Talentino

View on SEC IAPD

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