Johnna Iantorno, financial advisor Santa Ana CA
93 score

Johnna Iantorno

CRD Number: 4543749
Current Firm: Lpl Financial LLC

Johnna Iantorno (CRD# 4543749) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Ana, CA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Santa Ana, CA Jul 2008 - Current 8
Morgan Stanley & Company, Incorporated Santa Ana, CA Apr 2007 - Jun 2008 1
Morgan Stanley Santa Ana, CA Mar 2007 - Apr 2007 < 1
H&r Block Financial Advisors Irvine, CA Mar 2004 - Mar 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2003
S65 NASAA Investment Advisors Law Examination Dec 2003
Contact Info for Johnna Iantorno
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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