James Mrdjenovich
James Mrdjenovich is a CFP-designated registered investment advisor at LPL Financial LLC, based in Gallipolis, OH, with 15 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
334 2nd Ave, Ste 1B, Gallipolis, OH, 45631
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Regulatory History (1)
Customer Dispute
May 2012Other Business ActivitiesSells Insurance
James is a part owner of real estate rental property and provides mortgage/real estate services, dedicating minimal time to these activities. He also operates under several DBAs for his LPL business and spends nearly full-time on these investment-related activities, as well as dedicating a few hours per week to non-variable insurance through Mercer & Associates, Novakovich Agency and IFS Insurance Agency.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Essex National Securities, LLC
Essex National Securities, LLCBroker
The Huntington Investment CompanyBroker
State Registrations23 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.