John Lofrumento (CRD# 5022240) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Ballston Lake, NY and has over 18 years of experience in the finance industry. John Lofrumento has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1476297
Lpl Financial LLC
CRD# 6561717
Morgan Stanley
CRD# 6468527
Atlas Private Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Allstate Insurance Co | Albany, NY | Jul 2005 - Current | 18 |
| Uber | Waterford, NY | Jun 2019 - Jul 2020 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2005 |
- NY
-
Total Assets Under Management62MILLIONS
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Total Number of Accounts189ACCOUNTS
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Average Account Value$328,756
- Other
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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