John Alongi is a registered investment advisor at LPL Financial LLC, based in Carbondale, IL, with 17 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
395 N. Giant City Rd, Carbondale, IL, 62901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is a partner in Alongis Italian Restaurant, a family business, dedicating about 10-20% of his time. He also provides investment advisory services through Alliance Wealth Management and related DBAs, spending nearly full-time hours on these activities.
Employment History
Current Registrations
LPL Financial LLC
Alliance Wealth Advisors
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
LPL Financial LLC
State Registrations17 states
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