John Frongillo
John Frongillo is a registered investment advisor at LPL Financial LLC, based in Worcester, MA, with 31 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
100 North Parkway, Ste 201, Worcester, MA, 01605
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Regulatory History (1)
Customer Dispute
April 2025Other Business ActivitiesSells Insurance
John operates Integrated Wealth Concepts as a DBA for his LPL business and provides investment advisory services through Integrated Wealth Concepts, spending about 10-20% of his time on each. He also spends minimal time on non-variable insurance activities.
Employment History
Current Registrations
LPL Financial LLC
Integrated Wealth Concepts LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Jefferson Pilot Securities CORP
Jefferson Pilot Securities CorporationBroker
Fidelity Investments Institutional Services Company, INC.Broker
Allmerica Investments, INC.Broker
State Registrations21 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.