John Provinsal is a registered investment advisor at LPL Financial LLC, based in Bridgewater, NJ, with 3 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
1140 Highway 22 East #105, Bridgewater, NJ, 08807
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John operates Paradigm Wealth Management, LLC as a DBA for his LPL business since August 2024. He also provides investment advisory services through Paradigm Wealth Advisory, LLC, dedicating full-time hours to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Paradigm Wealth Advisory LLC
State Registrations17 states
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