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Alan Anthony Ioffredo is a financial advisor professional located in Lexington, MA. They specialize in financial advisory. With over 32 years of experience, they bring deep expertise to every client.
Alan Anthony Ioffredo - Lpl Financial Llc holds an active professional license (FINRA CRD) for your protection.
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Alan Anthony Ioffredo operates as a financial advisor through LPL Financial LLC in Lexington, Massachusetts. With 32 years in the financial services industry, he brings substantial experience to client engagements. His practice is registered under FINRA CRD license number 2423908, which governs his regulatory standing in the securities and investment advisory space. Whether you're exploring investment strategies, portfolio management, or broader financial planning, his tenure reflects a long-term commitment to the field.
A FINRA CRD license number indicates registration with the Financial Industry Regulatory Authority, the primary self-regulatory organization overseeing investment professionals and broker-dealers. This registration means the advisor is authorized to conduct securities transactions and provide investment advice under FINRA's regulatory framework. The CRD system maintains disciplinary history, qualifications, and employment records for public transparency. When working with a FINRA-registered advisor, you can verify their licensing status and background through FINRA's BrokerCheck tool, which helps you assess their regulatory compliance and professional standing.