John Mckenty
John Mckenty is a registered investment advisor at LPL Financial LLC, based in Toledo, OH, with 40 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
4405 Talmadge Road, Suite A, Toledo, OH, 43623
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Regulatory History (1)
Criminal
Other Business ActivitiesSells Insurance
John is an insurance agent selling life and annuities, dedicating minimal time to this activity. He also officiates youth basketball games on winter weekends at the YMCA and CYO.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Fortune Financial Services, INC.Broker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Blue Vase Securities, LLC
Blue Vase Securities, LLCBroker
Mony Securities CorporationBroker
Washington Square Securities, INC.Broker
Pruco Securities CorporationBroker
Ids Financial Services INC.Broker
Ids Marketing 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.