Johnathon Wong is a registered investment advisor at LPL Financial LLC, based in Tulalip, WA, 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
Tulalip, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Johnathon works as an office manager for his domestic partner's veterinary clinic, Gregory B Combs PLLC, since 2010. This activity takes about a quarter of Johnathon's time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Diversified Financial Advisors
Edward JonesBroker
State Registrations11 states
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