John Konefal, financial advisor Syracuse NY

John Konefal

CRD 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.

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Company Name Location Dates Years
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
Contact Info for John Konefal
Phone Number: 704-733-3300
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    268,834
    MILLIONS
  • Total Number of Accounts
    1,055,189
    ACCOUNTS
  • Average Account Value
    $254,773
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, WY

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