Lpl Financial LLC
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About this Advisor
John Natalo is a certified financial planner operating out of Katonah, New York with 2 years of industry experience. Natalo is an employee of Lpl Financial LLC. During their career, the advisor has held roles at Ameriprise Financial Services, Inc and Lpl Financial LLC. Natalo holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in New York. Lpl Financial LLC is a financial advisory business operating out of Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 advisors. It has $368 billion in total assets among its 1,688,501 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 client accounts, 31% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The firm performs a number of services, such as 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. Financial management fee schedules usually vary depending on which services the firm provides the client. However, fees charged by Lpl Financial LLC can include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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Lpl Financial LLC Brokerage Details
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
John Natalo Work History
John has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Ameriprise Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of John Natalo 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
Fort Mill, SC
Sea Girt, NJ
Walnut Creek, CA
Corpus Christi, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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 email@example.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.