Yankee Advisers
47yrs
Top advisor by experience in Wayland
28yrs
Ko Dong
Financial advisor at LPL Financial
Ko Dong has worked in the financial industry for 28 years and is a fiduciary financial advisor based in Wayland, Massachusetts. After a year at J.P. Morgan Securities and eight years at Merrill, Ko joined LPL Financial in 2024, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 36 advisors with offices in Wayland, and one of 31 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 21% by experience nationwide
OfficeWayland, MA
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Oct 2024 – nowLPL Financial LLCCurrent firm
- Feb 2023 – May 2024J.P. Morgan Securities LLCPreviously
- 2014 – 2021MerrillPreviously
Contact Ko
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Ko. Wayland, MAOffice · Get directions Facebook pageLPL FinancialIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Ko
Tailored to Ko’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ko
How do I contact Ko?
Call LPL Financial at (704) 733-3300 and ask for Ko Dong. Ko works from the Wayland, MA office.
How long has Ko been a financial advisor?
Ko has been in the industry since 1998, about 28 years. Top 21% by experience nationwide.
What licenses does Ko hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Ko a fiduciary?
Ko is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ko paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ko for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Cambridge Investment Research Advisors
45yrs
Top 1% by experience nationwide
Commonwealth Financial Network
40yrs
Top 4% by experience nationwide
Asset Strategy Advisors
37yrs
Top advisor by experience at Asset Strategy Advisors
Osaic Wealth
36yrs
Top 7% by experience nationwide
Asset Strategy Advisors
32yrs
Top 14% by experience nationwide