John Donnelly is a CFP-designated registered investment advisor at LPL Financial LLC, based in Nutley, NJ, with 39 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
359 Centre Street Ste. 2, Nutley, NJ, 07110
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Regulatory History (1)
Customer Dispute
April 2009Other Business Activities
John provides tax preparation, accounting, and bookkeeping services, dedicating minimal time to this activity. He also works full-time on two investment-related businesses, Essex Wealth Advisory Holdings LLC and Essex Wealth Advisory, LLC, and spends minimal time on Essex Wealth Advisory Holdings, LLC for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Dime Securities, INC.Broker
Chemical Investment Services CORP.Broker
The Dreyfus Service CorporationBroker
First American National Securities, INC.Broker
State Registrations12 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.