JB
CFP
JB
CFP

John Blanos

40 Years of Experience
Tarrytown, NY
BrokerSells Insurance

John Blanos is a CFP-designated registered investment advisor at LPL Financial LLC, based in Tarrytown, NY, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

120 White Plains Rd Ste 112, Tarrytown, NY, 10591

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

John operates Lexco Wealth Management as a DBA for his LPL business, dedicating minimal time. He also owns rental real estate and sells non-variable insurance products including life insurance, long-term care, and fixed annuities.

Employment History
Current Registrations
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 6 mos
LPL Financial LLC
November 2017 - Present · 8 yrs 6 mos
Previous Registrations
National Planning CorporationBroker
July 2009 - November 2017 · 8 yrs 4 mos
National Planning Corporation ("npc of America" in Fl & Ny)
July 2009 - November 2017 · 8 yrs 4 mos
Hornor, Townsend & Kent, INC.
June 2007 - July 2009 · 2 yrs 1 mo
Hornor, Townsend & Kent, INC.Broker
June 2007 - July 2009 · 2 yrs 1 mo
Park Avenue Securities LLC
April 2001 - July 2007 · 6 yrs 3 mos
Park Avenue Securities LLCBroker
May 1999 - July 2007 · 8 yrs 2 mos
Guardian Investor Services CorporationBroker
February 1996 - May 1999 · 3 yrs 3 mos
Equico Securities, INC.Broker
April 1986 - March 1996 · 9 yrs 11 mos
The Equitable Life Assurance Society of the United StatesBroker
April 1986 - March 1996 · 9 yrs 11 mos
First Investors CorporationBroker
July 1985 - March 1986 · 8 mos
State Registrations7 states
AZCTFLMDNJNYTX
AdvisorBrokerBoth

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
No exam information available for this advisor.