Johnpaul
Duran

Lpl Financial LLC

CRD#2765362
Investment Advisor
in Medford, NY

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About this Advisor

Johnpaul Duran is a financial advisor who works in Medford, New York with a total of 2 years of relevant experience. Duran is an employee of Lpl Financial LLC. They have spent their entire career at Lpl Financial Llc. Duran has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in New York. Lpl Financial LLC is an advisory business that has its headquarters in 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 biggest firms in the nation by assets under management. The firm provides services to 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% are associated with high-net-worth clients who have greater than $1 million in investable assets. Lpl Financial LLC provides 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. Fees charged by financial advisors depend on which services the firm provides the client. Fee types charged by Lpl Financial LLC most likely include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

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

Medford, NY

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

NY Average: 13
Total Number of Accounts

1,688,501

NY Average: 661
Average Account Size

$217,956

NY 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

Johnpaul Duran Work History

Johnpaul has been registered as a financial advisor for 2 years.*

2008 - Present (16 years)

Lpl Financial

*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.

Disclosures

Please visit the SEC profile of Johnpaul Duran 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
Daniel Doughty
Houston, TX
Scott Fritz
Exton, PA
Andrew Gaber
Parker, CO
Nathan Vanstippen
Kaukauna, WI
Dominick Lanuti
Buffalo, NY
Nicholas Petralia
Naples, FL
Gregory Yuen
Aptos, CA

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 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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