John Cullinan
John Cullinan is a registered investment advisor at LPL Financial LLC, based in Melville, 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
105 Maxess Rd, Ste 124 #100, Melville, NY, 11747
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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
John is involved with Cullinan and Travaglianti Group LLC, his LPL business, dedicating nearly full-time hours. He also works with Cullinan and Travaglianti Planning Incorporated, dealing with non-variable insurance, spending a few hours per week.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
TD Private Client Wealth LLC
TD Private Client Wealth LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations9 states
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