John Patrick Cingel

LPL Financial LLC

43 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning

LPL Financial LLC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

26657 advisors

Number of Clients

1,676,192 clients

Average Client Portfolio

$369K average

Assets Under Management

$618.9B

Fee Structure

Minimum Investment:$1K

Location

3601 Green Road, Suite 100, Beachwood, OH, 44122

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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

March 2018

Settled

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Other Business ActivitiesSells Insurance

John is an independent insurance agent selling various insurance products including life, disability, long-term care, health insurance, and fixed annuities since 2004. He also provides investment advisory services through Tyler-Stone Wealth Management, LLC, spending about 10-20% of his time on this activity.