VL
CFP
VL
CFP

Vincent Lanfrank

20 Years of Experience
Fairfield, NJ
BrokerSells Insurance

Vincent Lanfrank is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fairfield, NJ, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

155 Passaic Ave, Suite 400, Fairfield, NJ, 07004

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Vincent serves as treasurer for West Essex UNICO, a nonprofit organization. He also sells non-variable insurance through outside insurance companies, dedicating minimal time to this activity.

Employment History
Current Registrations
LPL Financial LLC
August 2005 - Present · 20 yrs 9 mos
LPL Financial LLCBroker
April 2005 - Present · 21 yrs 1 mo
Previous Registrations
The Astorino Financial Group, INC.
December 2005 - February 2023 · 17 yrs 2 mos
State Registrations3 states
CONJNY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Vincent Lanfrank - Financial Advisor | TrueAdvisor