James Primiano
James Primiano is a registered investment advisor at LPL Financial LLC, based in Niagara Falls, NY, with 24 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
3619 Packard Rd, Niagara Falls, NY, 14303
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is a teacher of financial education topics, an investment advisor through Primiano Financial, and a managing member of Clear View Wealth Advisors. He also sells fixed annuities, life/health, and long-term care insurance, dedicating minimal time to insurance sales.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Clear View Wealth Advisors
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
State Registrations3 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.