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Judith Dawn Lacoppola

A.g.p. / Alliance Global Partners

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About Judith Dawn Lacoppola

Judith Lacoppola is an investment professional with over 5 years of experience in the financial services industry. Judith has a Series 11 license and has worked at a number of firms, including AEGIS CAPITAL CORP., HERBERT J. SIMS & CO. INC. and DAWSON JAMES SECURITIES, INC. Currently, Judith is a registered representative with A.g.p. / Alliance Global Partners, a firm that provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, and institutions. Judith specializes in portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Judith Lacoppola is currently registered with A.g.p. / Alliance Global Partners. A.g.p. / Alliance Global Partners is a Limited Liability Company with a main office in Westport, Connecticut, and has been operating since July 2022. The firm has over 238 registered representatives and manages over $1.6 billion in regulatory assets. A.g.p. / Alliance Global Partners provides a variety of advisory services, including financial planning, portfolio management for individuals and businesses, selection of other advisors, and portfolio management for pooled investment vehicles. They cater to a diverse range of clients, including individuals, high-net-worth individuals, businesses, corporations, and charitable organizations.
A.g.p. / Alliance Global Partners

88 POST ROAD WEST

WESTPORT, CT 06880

$1.69B

Assets Under Management

Not reported

Total Clients

175

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Sub-adviser of pooled investment vehicle charges a performance f

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Judith Lacoppola’s Registration & Firm History

FL

10/09/2019 - Present

A.g.p. / Alliance Global Partners (BOCA RATON FL)

FL

06/26/2015 - 10/10/2019

AEGIS CAPITAL CORP. (BOCA RATON FL)

FL

04/13/2015 - 07/06/2015

HERBERT J. SIMS & CO. INC. (BOCA RATON FL)

FL

01/14/2008 - 12/08/2008

DAWSON JAMES SECURITIES, INC. (BOCA RATON FL)

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Licenses & Designations

BC

Issued 04/13/2015

Series 11 - Assistant Representative-Order Processing Qualification Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Judith Dawn Lacoppola.
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