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Donald Bohonko

25 Years of Experience
Gilbert, AZ
Broker

Donald Bohonko is a registered investment advisor at LPL Financial LLC, based in Gilbert, AZ, 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

Gilbert, AZ

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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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Employment History
Current Registrations
LPL Financial LLC
February 2021 - Present · 5 yrs 3 mos
LPL Financial LLCBroker
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Royal Alliance Associates, INC.
November 2014 - August 2020 · 5 yrs 9 mos
Royal Alliance Associates, INC.Broker
September 2014 - August 2020 · 5 yrs 11 mos
Wells Fargo Advisors, LLCBroker
November 2009 - September 2014 · 4 yrs 10 mos
Wells Fargo Advisors, LLC
November 2009 - September 2014 · 4 yrs 10 mos
Ameriprise Financial Services, INC.
October 2007 - October 2009 · 2 yrs
Ameriprise Financial Services, INC.Broker
August 2005 - October 2009 · 4 yrs 2 mos
TD Waterhouse Investor Services, INC.Broker
June 1998 - July 2003 · 5 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.