Advisor at Goldfinch Financial, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Goldfinch Financial, Inc.
Location
Manchester, NH 03102
Credentials
CFP®, Series 63, Series 65
Industry experience
20 years
Joseph Latona is a CFP® professional affiliated with LPL Financial, with 20 years of industry experience. He has worked at LPL Financial since 2013 and also operates Goldfinch Financial, Inc., where he provides investment advisory and consulting services. Outside of his advisory roles, he is a commissioned notary public. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm provides a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with insurance and credit product offerings.
Based on Goldfinch Financial, Inc.
Commission-based compensation earned by registered representatives and insurance agents affiliated with the firm for securities and insurance product sales; separate and in addition to advisory fees.
$250 per hour for financial planning and consulting services, negotiable
Fee-only: $250 per hour (negotiable based on scope and complexity)
21 College Road
Manchester, NH 03102
Massachusetts · New Hampshire · Texas
Goldfinch Financial, Inc.
2015 - Present (11 years)
LPL Financial
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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