James Eisnor
James Eisnor is a registered investment advisor at LPL Financial LLC, based in Canonsburg, PA, with 22 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
1800 Main St Ste 210, Canonsburg, PA, 15317
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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
James operates Benchmark Wealth Management, a DBA for his LPL business, dedicating full-time hours to it. He also engages in non-variable insurance activities and is involved with Joy Haven Property Management and Benchmark Lease Group LLC, along with Eisnor Financial Group.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Blue Vase Capital Management
Cetera Advisor Networks LLCBroker
Blue Vase Securities, LLC
Blue Vase Securities, LLCBroker
State Registrations24 states
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