Bonnie Maute is a registered investment advisor at LPL Financial LLC, based in Jericho, NY, with 36 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
500 North Broadway, Suites 260 & 242, Jericho, NY, 11753
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Regulatory History
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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Bonnie is a salaried employee at Generations Wealth Planning for payroll/benefits purposes, dedicating minimal time. She also works full-time as a registered administrator for American Investment Planners LLC, assisting investment advisory representatives.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Flagstar Advisors, INC.
Flagstar AdvisorsBroker
Gagnon Securities, LLCBroker
Neuberger Berman LLCBroker
David J. Greene and Company, LLCBroker
Credit Suisse Asset Management Securities, INC.Broker
Integrity Financial Services, INC.Broker
Integrity Life Insurance CompanyBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.