John KonefalCRD Number: 6521581
Current Firm: Lpl Financial LLC
John Konefal (CRD# 6521581) is an Investment Advisor Representative working at Lpl Financial LLC in Syracuse, NY and has over 6 years of experience in the finance industry.
Cadaret Grant & Co Inc.
Rbc Capital Markets, LLC
Ubs Financial Services Inc.
|Community Bank||Syracuse, NY||Jun 2021 - Current||< 1|
|Lpl Financial||Syracuse, NY||Jun 2021 - Current||< 1|
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||Mar 2021 - Jun 2021||< 1|
|Peter Derrenbacker||E Syracuse, NY||Jan 2021 - Jun 2021||< 1|
|Northwestern Mutual Investment Services LLC||E Syracuse, NY||Jan 2021 - Jun 2021||< 1|
|Td Ameritrade||Fayetteville, NY||Mar 2018 - Jan 2021||2|
|Custom Wealth Management||Syracuse, NY||Jan 2017 - Mar 2018||1|
|Cambridge Investment Research LLC||Syracuse, NY||Jan 2017 - Mar 2018||1|
|Key Investment Services||Cortland, NY||Jun 2015 - Jan 2017||1|
|Keybank||Cortland, NY||Mar 2015 - Jan 2017||1|
|M And T Bank||Lafayette, NY||Nov 2012 - Mar 2015||2|
|Outback Steakhouse||Suffern, NY||Dec 2011 - Nov 2012||< 1|
|Ups||Mahwah, NJ||Oct 2011 - Dec 2011||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2015|
|S66||NASAA Uniform Combined State Law Examination||Apr 2018|
Total Assets Under Management268,834MILLIONS
Total Number of Accounts1,055,189ACCOUNTS
Average Account Value$254,773
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, WY
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