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Peter Anthony Piccinini

LPL Financial LLC

Downers Grove

IL

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Overview

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Experience

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Employer Years Dates
LPL Financial LLC 1 year, 5 months Oct 2017 - Present
Stifel, Nicolaus & Company, Incorporated 9 years, 10 months Dec 2007 - Oct 2017

Designations & Memberships

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Articles and Answers

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Answers

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Hey, My names is Ray A. McMillan. I would like to know how to cash in my 401k plan at this time.
Best to open an IRA account and than Roll-Over 401K into that account. Otherwise will be a 10% penalty for withdrawal prior to 59 1/2 plus all will be added to your income for this year. Taxed as income....  (more)
Answered May 2018
Hey, My names is Ray A. McMillan. I would like to know how to cash in my 401k plan at this time.
Hey Hari, an IRA is an investment bucket, like a 401K plan. However, you can do anything in an IRA. You have limited choices in a 401K. To roll over a 401K, contact the HR department of your previous employer and have the check put into an IRA with 60 days(time limit)...  (more)
Answered Jun 2018
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Dec 12, 2018
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      None
    • as of date
      Dec 12, 2018
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    LPL Financial LLC

    Last updated on March 6, 2019
      • $152.5B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 680K
        Accounts
      • $224.2K
        Estimated Average Account Balance

    Fees

    There is no compensation data available to display at this time