JD
CFP
JD
CFP

John Dikun

25 Years of Experience
Wayne, NJ
Broker

John Dikun is a CFP-designated registered investment advisor at LPL Financial LLC, based in Wayne, NJ, with 25 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.

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Location

1700 Route 23 N Suite 120, Wayne, NJ, 07470

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

John operates Dikun Financial Group, LLC as a DBA for his LPL business, dedicating nearly full-time hours to it. He also works as a CPA, handling tax preparation and accounting, which takes about a quarter of his time, and owns rental real estate, requiring minimal time.

Employment History
Current Registrations
LPL Financial LLC
October 2023 - Present · 2 yrs 7 mos
LPL Financial LLCBroker
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
LPL Financial LLC
July 2002 - August 2023 · 21 yrs 1 mo
LPL Financial LLCBroker
June 2000 - August 2023 · 23 yrs 2 mos
State Registrations4 states
CTFLNJNY
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.
John Dikun - Financial Advisor | TrueAdvisor