Peter Yurkowski is a registered investment advisor at LPL Financial LLC, based in Weehawken, NJ, with 26 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
Weehawken, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peter operates Yurkowski Financial Group, LLC and Yurkowski Financial, LLC as DBAs for his LPL business, dedicating nearly full-time hours to these activities. He also owns Peter Yurkowski CPA, LLC, focusing on tax preparation, accounting, and CPA services, which takes about a quarter of his time, and PJY Financial LLC for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations17 states
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