JM
CFP · ChFC
JM
CFP · ChFC

John Mccraw

44 Years of Experience
King of Prussia, PA
1 DisclosureBroker

John Mccraw is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in King of Prussia, PA, with 44 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

150 S Warner Rd Ste 220, King of Prussia, PA, 19406

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 1995
Settled
Other Business Activities

John operates under the DBAs PFG Advisors and Academy Financial for his LPL business. He also owns rental real estate and is the author of "Mastering Your Financial Success," dedicating minimal time to each of these activities.

Employment History
Current Registrations
LPL Financial LLC
August 2024 - Present · 1 yr 9 mos
LPL Financial LLC
August 2024 - Present · 1 yr 9 mos
LPL Financial LLCBroker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Osaic Fa, INC.
June 2009 - August 2024 · 15 yrs 2 mos
Guardian Investor Services CorporationBroker
March 1991 - December 1991 · 9 mos
Royal Alliance Associates, INC.Broker
November 1989 - March 1991 · 1 yr 4 mos
Sma Equities, INC.Broker
May 1988 - March 1991 · 2 yrs 10 mos
Integrated Resources Equity CorporationBroker
March 1984 - November 1989 · 5 yrs 8 mos
Osaic Fa, INC.Broker
March 1982 - August 2024 · 42 yrs 5 mos
The Lincoln National Life Insurance CompanyBroker
March 1982 - May 2006 · 24 yrs 2 mos
Lincoln National Pension Insurance CompanyBroker
March 1982 - January 1989 · 6 yrs 10 mos
State Registrations17 states
ARAZCACOCTDCDEFLIAILLAMAMDNJPATXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
John Mccraw - Financial Advisor | TrueAdvisor