John Sobrinski
John Sobrinski is a registered investment advisor at LPL Financial LLC, based in Easton, PA, with 13 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
3350 Nazareth Rd, Easton, PA, 18045
Get directionsHistory
Regulatory History (2)
Regulatory
August 2010Employment Separation After Allegations
August 2009Other Business ActivitiesSells Insurance
John operates Sobrinski Financial Services as a producing representative, dedicating about half of his time. He also sells fixed annuities, life, health, and long-term care insurance, and owns two rental properties, spending minimal time on each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Triad Advisors, LLC
Triad Advisors LLCBroker
UBS Financial Services INC.Broker
Citigroup Global Markets INC.Broker
State Registrations12 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.
Exams
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