John Cingel
John Cingel is a registered investment advisor at LPL Financial LLC, based in Beachwood, OH, with 43 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
3601 Green Rd Ste 100, Beachwood, OH, 44122
Get directionsHistory
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.
Exams
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