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JM
CFP
JM
CFP

James Mrdjenovich

LPL Financial LLC
16 Years of Experience
Bridgeville, PA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

James Mrdjenovich is a CFP-designated registered investment advisor at LPL Financial LLC, based in Bridgeville, PA, with 16 years of industry experience. James 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

445 Washington Ave, Suite 102, Bridgeville, PA, 15017

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2012
Denied
View Full SEC ReportHow to Read Disclosures
Other 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
June 2014 - Present · 12 yrs 4 mos
LPL Financial LLCBroker
June 2014 - Present · 12 yrs 4 mos
Previous Registrations
Essex National Securities, LLC
July 2011 - May 2014 · 2 yrs 10 mos
Essex National Securities, LLCBroker
July 2010 - May 2014 · 3 yrs 10 mos
The Huntington Investment CompanyBroker
April 2010 - July 2010 · 3 mos
State Registrations23 states
ALAZCACTDEFLGAIDMAMDMEMIMTNCNYOHPASCTNTXUTVAWV
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.
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