Jon Strine is a registered investment advisor at LPL Financial LLC, based in Tekoa, WA, 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
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
135 N Crosby St., Ste C, Tekoa, WA, 99033
Get directionsHistory
Regulatory History (3)
Criminal
June 2009Customer Dispute
October 2003Customer Dispute
September 2002Other Business Activities
Jon operates under the DBA Roginski & Strine Financial Group for his LPL business since 2019. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Vorpahl Wing Securities, INC.
Vorpahl Wing Securities
Vorpahl Wing Securities, INC.
Vorpahl Wing SecuritiesBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations9 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.