John Lunghino
John Lunghino is a registered investment advisor at LPL Financial LLC, based in Amherst, NY, with 32 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
4925 Main St, Suite 202, Amherst, NY, 14226
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2010Customer Dispute
October 2005Other Business ActivitiesSells Insurance
John is a Senior Director of Wealth Management Services, a public speaker, a private mortgage holder, and president of First Call Referral Services Inc. He is also a CPA providing tax preparation and business consulting, an independent insurance agent selling fixed annuities, life, and LTC products, and a notary public, as well as co-authoring books and acting as a trustee. Selling insurance takes minimal time, while his role as Senior Director takes about 10-20% of his time, and his CPA activities vary from minimal to about a quarter of his time during tax season.
Employment History
Current Registrations
LPL Financial LLCBroker
Wny Asset Management, LLC
Previous Registrations
Cadaret, Grant & CO., INC.Broker
Cadaret Grant & CO INC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Wall Street Financial Group, INC
Wall Street Financial Group, INC.Broker
Securities America, INC.Broker
State Registrations2 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.