JL
JL

Justin Lamonica

31 Years of Experience
Lisle, IL
1 DisclosureBrokerSells Insurance

Justin Lamonica is a registered investment advisor at LPL Financial LLC, based in Lisle, IL, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

Loading...

Location

1011 Warrenville Rd Ste 155, Lisle, IL, 60532

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
April 1984
Final Disposition
Other Business ActivitiesSells Insurance

Justin is involved with LaMonica Financial Group, LLC, selling life, disability, health, and long-term care insurance since 2008. He also spends about half his time on Sussex Financial Group, Inc, a DBA for his LPL business, and dedicates minimal time to family rental real estate.

Employment History
Current Registrations
LPL Financial LLC
August 2018 - Present · 7 yrs 9 mos
LPL Financial LLCBroker
August 2018 - Present · 7 yrs 9 mos
Previous Registrations
Principal Securities, INC.
August 2008 - September 2018 · 10 yrs 1 mo
Principal Securities, INC.Broker
August 2008 - September 2018 · 10 yrs 1 mo
Park Avenue Securities LLC
September 2005 - August 2008 · 2 yrs 11 mos
Park Avenue Securities LLCBroker
July 2005 - August 2008 · 3 yrs 1 mo
Metlife Securities INC.
July 2000 - July 2005 · 5 yrs
Metlife Securities INC.Broker
September 1994 - July 2005 · 10 yrs 10 mos
Metropolitan Life Insurance CompanyBroker
September 1994 - July 2005 · 10 yrs 10 mos
Chatfield Dean & CO., INC.Broker
January 1994 - February 1994 · 1 mo
State Registrations13 states
CAFLIAILINMDMINCNYSCTXWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
Justin Lamonica - Financial Advisor | TrueAdvisor