John Milo is a registered investment advisor at LPL Financial LLC, based in Dayton, OH, with 37 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
8111 Timberlodge Trl Ste 100, Dayton, OH, 45458-2103
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Regulatory History (6)
Customer Dispute
May 2021Customer Dispute
May 2021Customer Dispute
August 2020Customer Dispute
October 2018Customer Dispute
November 2005Customer Dispute
March 1995Other Business Activities
John operates Cornerstone Wealth Strategies as a DBA for his LPL business, dedicating minimal time. He also works as a financial advisor for Telhio Credit Union, spending about 10-20% of his time there, and is a part-time travel agent for Adventure Therapy Travel LLC, spending a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & ReedBroker
Waddell & Reed
Key Investment Services LLCBroker
Key Investment Services LLC
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Firstar Investment Services,inc.Broker
Conseco Securities, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations11 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.