Michael
Bonaccorso

Lpl Financial LLC

CRD#2764681
Investment Advisor
in Clark, NJ

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About this Advisor

Michael Bonaccorso is a financial advisor based in Clark, New Jersey, working with Lpl Financial LLC. Michael has previously held positions at Minnesota Life Insurance Company, Securian Financial Services Inc, Wealth Management Group LLC, Tax Planning Group, LLC, Allied Wealth Partners, Cetera Advisor Networks LLC, Cetera Investment Advisers LLC, and Lpl Financial. Michael has passed the Series 63 regulatory exam and is registered to provide services in New Jersey and Texas. Currently, Michael is part of Lpl Financial LLC, which operates out of Clark, New Jersey. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1199 Raritan Road
Clark, NJ 07066

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

NJ Average: $646,059,043
Total Number of Employees

35,841

NJ Average: 13
Total Number of Accounts

1,910,545

NJ Average: 661
Average Account Size

$242,588

NJ Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Michael Bonaccorso Work History

2024 - Present (0 year)

Lpl Financial

2023 - Present (1 year)

Cetera Advisor Networks LLC

2023 - Present (1 year)

Cetera Investment Advisers LLC

2014 - Present (10 years)

Allied Wealth Partners

2005 - Present (19 years)

Tax Planning Group, LLC

2004 - Present (20 years)

Wealth Management Group LLC

2004 - 2023 (19 years)

Minnesota Life Insurance Company

2004 - 2023 (19 years)

Securian Financial Services Inc

Disclosures

Please visit the SEC profile of Michael Bonaccorso to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Megan Micek
Downers Grove, IL
Baileigh Ashbrook
Fort Dodge, IA
David Stroud
Springfield, OH
Adam Coughlin
Eugene, OR
Reeve Holmquist
Minneapolis, MN
Jack Paulson
Depere, WI
Cole Gillespie
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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