Morgan Stanley
47yrs
Top advisor by experience in Deerfield
25yrs
James Donenberg
Financial advisor at LPL Financial
Based in Deerfield, Illinois, James Donenberg is a fiduciary financial advisor with 25 years of industry experience. James has been with LPL Financial since 2023; before that, James spent 12 years at Securities America Advisors and ten years at Strategic Advisors of Illinois. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 481 advisors with offices in Deerfield, and one of 451 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 73% of advisors nationwide
Office1717 Deerfield Rd Suite 300 S, Deerfield, IL 60015
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 ?2 states
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
- 2023 – nowLPL Financial LLCCurrent firm
- 2011 – 2023Securities America Advisors, Inc.Previously
- 2002 – 2011Strategic Advisors of IllinoisPreviously
Contact James
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for James. 1717 Deerfield Rd Suite 300 SDeerfield, IL 60015Office · Get directions Facebook pageLPL Financial
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Questions to ask James
Tailored to James’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
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About James
How do I contact James?
Call LPL Financial at (704) 733-3300 and ask for James Donenberg. James works from the Deerfield, IL office.
How long has James been a financial advisor?
James has been in the industry since 2001, about 25 years. More experience than 73% of advisors nationwide.
What licenses does James hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask James 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.
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