Jeffery Bonifacino
Jeffery Bonifacino is a registered investment advisor at LPL Financial LLC, based in Delray Beach, FL, 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
Delray Beach, FL
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Regulatory History (2)
Customer Dispute
April 2024Customer Dispute
December 1999Other Business ActivitiesSells Insurance
Jeffery is associated with Strategic Wealth Advisors, a DBA for LPL Business. He is also an insurance agent selling property and casualty (P&C) insurance.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
New England Securities Corporation
New England SecuritiesBroker
State Registrations8 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.