John Cahill is a registered investment advisor at LPL Financial LLC, based in Morristown, NJ, with 16 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
305 Madison Avenue, Morristown, NJ, 07960
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John operates his LPL business through SunHarbor Wealth Advisors and provides investment advisory services through Private Advisor Group, dedicating a significant amount of time to these activities. He also manages Tres Tortugas LLC, Causal Boys Properties, and serves as a director consultant for BNI Kentucky/Tennessee.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
State Registrations15 states
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