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JB
CFP
JB
CFP

John Blanos

LPL Financial LLC
41 Years of Experience
Tarrytown, NY
BrokerSells Insurance
View SEC Summary
View SEC Summary

John Blanos is a CFP-designated registered investment advisor at LPL Financial LLC, based in Tarrytown, NY, with 41 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

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 11 mos
LPL Financial LLC
November 2017 - Present · 8 yrs 11 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.
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