James Donenberg is a registered investment advisor at LPL Financial LLC, based in Deerfield, IL, 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
1717 Deerfield Rd Ste 300 S, Deerfield, IL, 60015
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James operates his LPL business through Flagship Investment Advisors LLC, dedicating about a quarter of his time. He also works full-time at Warady & Davis LLP doing tax preparation/accounting/CPA work and spends minimal time on notary public services and managing Jim Donenberg and Associates, Inc.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Securities America Advisors, INC.
Strategic Advisors of Illinois
Securities America, INC.Broker
State Registrations12 states
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