John Donnelly is a CFP-designated registered investment advisor at LPL Financial LLC, based in Nutley, NJ, with 40 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
359 Centre Street Ste. 2, Nutley, NJ, 07110
Get directionsHistory
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 LLCBroker
LPL Financial LLC
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.
Exams
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