Bonnie Laurino
Bonnie Laurino is a CFP-designated registered investment advisor at The Pinnacle Financial Group, based in Rockville Centre, NY, with 43 years of industry experience. Bonnie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,540 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TPFG offers investment management services where fees range from 0.0% to 2.50% of the value of your portfolio annually. The specific fee depends on the nature of your account, the amount you invest, and other considerations. If you are on the LPL SWM platform, you will pay separate transaction fees. Fees are negotiable.
Location
9 South Long Beach Road, Rockville Centre, NY, 11570
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bonnie operates her LPL business through The Pinnacle Financial Group, dedicating full-time hours to this endeavor. She also works as a notary and is involved with Senior Services of North America, which offers non-variable insurance products.
Employment History
Current Registrations
The Pinnacle Financial Group
LPL Financial LLCBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Ifmg Securities, INC.Broker
Greenpoint Securities LLCBroker
Essex National Securities, INC.Broker
Essex National Securities, INC.Broker
Abn Amro Financial Services, INC.Broker
Fis Securities, INC.Broker
Fleet Enterprises, INC.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Phoenix Equity Planning CorporationBroker
State Registrations4 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.