John Benedetto
John Benedetto is a registered investment advisor at LPL Financial LLC, based in Topsfield, MA, with 29 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
9 S Main St Ste 113, Topsfield, MA, 01983
Get directionsHistory
Regulatory History (2)
Financial
July 2024Customer Dispute
February 2007Other Business Activities
John is associated with Laurel Wealth Management, LLC and Laurel Wealth Management, Inc. as a DBA for his LPL business. These activities are investment-related, taking about half of his time for the LLC and full-time for the Inc.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
B. Riley Wealth ManagementBroker
B. Riley Wealth Advisors, INC.
National Securities CorporationBroker
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Moors & Cabot, INC.Broker
J.P. Morgan Securities LLCBroker
Commonwealth Financial NetworkBroker
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley Dw INC.Broker
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations19 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.