John Cingel
John Cingel is a registered investment advisor at LPL Financial LLC, based in Beachwood, OH, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
3601 Green Rd Ste 100, Beachwood, OH, 44122
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Regulatory History (1)
Customer Dispute
March 2018Other 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.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Tyler-Stone Wealth Management, LLC
The Tyler-Stone Group
LPL Financial LLC
MML Investors Services, INC.
MML Investors Services, INC.Broker
Pml Securities CompanyBroker
State Registrations15 states
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.