JR
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Joseph Paul Rofino

13 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
438 clients
Average Client Portfolio
$846K average
Assets Under Management
$370.4M

Fee Structure

Minimum Investment:$1M
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Location

160 Gould St, Suite 102, Needham, MA, 02494

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Joseph operates Goodman Advisory Group, LLC as a DBA for his LPL business, dedicating full-time hours to it. He also provides financial planning and consulting services through Goodman Advisory Group, LLC, an independent investment advisor firm, spending full-time hours on this activity as well.

Employment History
Current Registrations
Goodman Advisory Group, LLC
January 2017 - Present · 9 yrs 1 mo
LPL Financial LLCBroker
May 2016 - Present · 9 yrs 9 mos
Previous Registrations
LPL Financial LLC
June 2016 - March 2018 · 1 yr 9 mos
Morgan Stanley
October 2012 - April 2016 · 3 yrs 6 mos
Morgan StanleyBroker
August 2012 - April 2016 · 3 yrs 8 mos
State Registrations2 states
FLMA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.