Joseph Bonura
Joseph Bonura is a registered investment advisor at LPL Financial LLC, based in Smithtown, 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
240 Middle Country Road, Smithtown, NY, 11787
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Regulatory History (1)
Regulatory
March 1990Other Business Activities
Joseph is a partner in DKB Realty Group LLC, involved in real estate rental, and also does tax preparation/accounting through Bonura Tax Planning. He also has real estate rental activities through 35 Pinewood Drive, LLC and spends nearly full-time on FourLeaf Financial Group, his DBA for LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Uvest Financial Services Group, INC.Broker
Prime Capital Services, INC.Broker
Nfb Investment Services CORP.Broker
Essex National Securities, INC.Broker
Securities Service Network, INC.Broker
Independent Financial Securities, INC.Broker
Marketing One Securities, INC.Broker
Citicorp Investment ServicesBroker
Citicorp Financial Services,inc.Broker
Landmark Brokerage Services, INC.Broker
Painewebber IncorporatedBroker
Investors Center, INC.Broker
State Registrations20 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.