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John Masinko

LPL Financial LLC
42 Years of Experience
Duluth, GA
1 DisclosureBroker
View SEC Summary
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John Masinko is a registered investment advisor at LPL Financial LLC, based in Duluth, GA, with 42 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6705 Sugarloaf Pkwy, 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
View Full SEC ReportHow to Read Disclosures
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 5 mos
LPL Financial LLC
May 2022 - Present · 4 yrs 5 mos
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 Registrations8 states
ALCAFLGAINKYNCPA
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.
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