John Zezini is a CFP-designated registered investment advisor at LPL Financial LLC, based in El Dorado Hills, CA, with 30 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
4944 Windplay Drive #115, El Dorado Hills, CA, 95746-6818
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Regulatory History (1)
Customer Dispute
September 2002Other Business Activities
John owns rental real estate properties and operates under several DBAs for his LPL business, including Granite Bay Wealth Management and Westlake Investment Advisors. He also provides investment advisory services through Golden State Wealth Management, LLC and Golden State Asset Management, LLC, spending nearly full-time on these activities.
Employment History
Current Registrations
LPL Financial LLC
Golden State Wealth Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Genovese Burford & Brothers Wealth and Retirement Plan Mgmt, LLC
Royal Alliance Associates, INC.Broker
Edward Jones
Edward JonesBroker
H&r Block Financial Advisors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Olde Discount CorporationBroker
State Registrations7 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.