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CFP

Brian Vinagro

LPL Financial LLC
23 Years of Experience
Danvers, MA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Brian Vinagro is a CFP-designated registered investment advisor at LPL Financial LLC, based in Danvers, MA, with 23 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

150A Andover St Ste 10A, Danvers, MA, 01923

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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 ActivitiesSells Insurance

Brian operates Peabody Wealth Advisors as a DBA for his LPL business, dedicating significant time to it. He also engages in non-variable insurance activities and manages Vinagro Wealth Management, LLC for tax/investment purposes, spending minimal time on the latter.

Employment History
Current Registrations
LPL Financial LLC
February 2018 - Present · 8 yrs 8 mos
LPL Financial LLCBroker
February 2018 - Present · 8 yrs 8 mos
Previous Registrations
Sii Investments, INC.
January 2016 - February 2018 · 2 yrs 1 mo
Sii Investments, INC.Broker
January 2016 - February 2018 · 2 yrs 1 mo
National Planning Corporation ("npc of America" in Fl & Ny)
January 2011 - December 2015 · 4 yrs 11 mos
National Planning CorporationBroker
November 2007 - December 2015 · 8 yrs 1 mo
Securities America, INC.Broker
February 2005 - November 2007 · 2 yrs 9 mos
Winslow, Evans & Crocker, INC.Broker
June 2004 - November 2004 · 5 mos
Edward JonesBroker
October 2001 - June 2003 · 1 yr 8 mos
State Registrations5 states
DCFLMANHVT
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.
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