JM
JM

John Masinko

41 Years of Experience
Duluth, GA
1 DisclosureBroker

John Masinko is a registered investment advisor at LPL Financial LLC, based in Duluth, GA, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

2270 Satellite Blvd Nw, Duluth, GA, 30097

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2015
Denied
Other Business Activities

John operates under DBAs for his LPL business at Members Financial Services and Georgia United Credit Union. These investment-related activities take up a full-time commitment.

Employment History
Current Registrations
LPL Financial LLCBroker
May 2022 - Present · 4 yrs
LPL Financial LLC
May 2022 - Present · 4 yrs
Previous Registrations
CUNA Brokerage Services, INC.
July 2019 - May 2022 · 2 yrs 10 mos
CUNA Brokerage Services, INC.Broker
July 2019 - May 2022 · 2 yrs 10 mos
Cuso Financial Services, L.P.
April 2018 - May 2019 · 1 yr 1 mo
Cuso Financial Services, L.P.Broker
April 2018 - May 2019 · 1 yr 1 mo
LPL Financial LLC
January 2015 - April 2018 · 3 yrs 3 mos
LPL Financial LLCBroker
January 2015 - April 2018 · 3 yrs 3 mos
Wells Fargo Advisors, LLC
February 2012 - January 2015 · 2 yrs 11 mos
Wells Fargo Advisors, LLCBroker
February 2012 - January 2015 · 2 yrs 11 mos
Strategic Advisers, INC.
July 2003 - February 2012 · 8 yrs 7 mos
Fidelity Brokerage Services LLCBroker
June 2003 - February 2012 · 8 yrs 8 mos
E*trade Securities, IncorporatedBroker
March 2002 - May 2002 · 2 mos
Quick & Reilly, INC.Broker
February 1987 - March 2002 · 15 yrs 1 mo
The Stuart-James Company, INC.Broker
February 1986 - January 1987 · 11 mos
Michelin and Company, INC.Broker
February 1985 - April 1985 · 2 mos
First Jersey Securities, INC.Broker
June 1982 - March 1985 · 2 yrs 9 mos
State Registrations7 states
ALCAFLGAINKYNC
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.