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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Cornerstone Wealth Management 4 years, 1 month Aug 2012 - Present
LPL Financial LLC 6 years, 4 months Jun 2010 - Present
Wachovia Securities, LLC 2 years, 5 months Jan 2008 - Jun 2010
A.G. Edwards & Sons, Inc. 3 years, 10 months Mar 2004 - Jan 2008
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Dean Andrew Millonas?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 5, 2015
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Mar 14, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

LPL Financial LLC

Last updated on Sept. 22, 2016
    • $112.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 531K
      Accounts
    • $211.0K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions