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JC
CFP
JC
CFP

John Cahill

LPL Financial LLC
27 Years of Experience
Hauppauge, NY
BrokerSells Insurance
View SEC Summary
View SEC Summary

John Cahill is a CFP-designated registered investment advisor at LPL Financial LLC, based in Hauppauge, NY, with 27 years of industry experience. John 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
—
View Full SEC Brochure

Location

800 Veterans Hwy Ste 115, Hauppauge, NY, 11788

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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

John sells non-variable insurance products, dedicating minimal time to this activity. He also operates his LPL business through WMS Financial, LLC, spending about 10-20% of his time on this.

Employment History
Current Registrations
LPL Financial LLC
March 2024 - Present · 2 yrs 7 mos
LPL Financial LLCBroker
March 2024 - Present · 2 yrs 7 mos
Previous Registrations
American Portfolios Advisors, INC
January 2019 - February 2024 · 5 yrs 1 mo
American Portfolios Financial Services, INC.Broker
January 2019 - February 2024 · 5 yrs 1 mo
Questar Capital CorporationBroker
December 2006 - January 2019 · 12 yrs 1 mo
Usallianz Securities, INC.
April 2005 - June 2006 · 1 yr 2 mos
Usallianz Securities, INC.Broker
January 2005 - December 2006 · 1 yr 11 mos
Pruco Securities, LLC.Broker
August 1999 - January 2005 · 5 yrs 5 mos
State Registrations10 states
AZCAFLILMANCNJNYSCVA
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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