John Frenzel
John Frenzel is a registered investment advisor at LPL Financial LLC, based in Bridgeport, WV, 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
16 Sterling Drive, Ste. 203, Bridgeport, WV, 26330
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Regulatory History (1)
Customer Dispute
February 2018Other Business ActivitiesSells Insurance
John operates his LPL business through Good Life Financial Advisors of West Virginia, dedicating all of his time to it. He also works with Good Life IA LLC selling non-variable insurance, spending a few hours per week, and is the head softball coach at Bridgeport High School, spending about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations10 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.