Jp Rizzitelli

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2008 → 04/2020
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 04/2020 → Present
  Lpl Financial, Llc
  Stratford, CT

Previous Registrations

• 2008-10-31 → 2020-04-24
  Osaic Services, Inc.
  Stratford, CT
• 2004-11-05 → 2008-10-31
  American General Securities Incorporated
  Houston, TX
  Stratford, CT
  Stratford, CT

Other Businesses

1. 11/01/1999 - FINANCIAL ADVISOR SERVICES/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 100%/ STRATFORD, CT 2. 07/01/1999 - NOTARY/ OTHER - NOTARY/ INVESTMENT RELATED/ 1%/ STRATFORD, CT 3. 01/01/1999 - FINANCIAL ADVISORY SERVICES/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 50%/ STRATFORD, CT 4. 01/01/1999 - TAX ADVISORY SERVICES/ TAX PREP, ACCOUNTING, CPA/ INVESTMENT RELATED/ 95%/ STRATFORD, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-09-21
• S63 Uniform Securities Agent State Law Examination
  1999-03-29

Other Names

• Jp Rizzitelli
• John Paul Rizzitelli