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JT
ChFC
JT
ChFC

John Turcotte

LPL Financial LLC
41 Years of Experience
Northville, MI
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

John Turcotte is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Northville, MI, with 41 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

120 W. Main St Suite 201, Northville, MI, 48167

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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
May 2011
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

John spends about half his time as a DBA for LPL business and providing investment advisory services through Stratos Wealth Partners LTD, dedicating nearly full-time hours to this. He also sells fixed insurance products through outside General Agents, dedicating minimal time to this activity.

Employment History
Current Registrations
LPL Financial LLC
May 2023 - Present · 3 yrs 5 mos
Stratos Wealth Partners, LTD
September 2013 - Present · 13 yrs 1 mo
LPL Financial LLC
September 2013 - Present · 13 yrs 1 mo
LPL Financial LLCBroker
September 2013 - Present · 13 yrs 1 mo
Previous Registrations
First Heartland Consultants, INC.
March 2009 - October 2013 · 4 yrs 7 mos
First Heartland Capital, INC.Broker
August 2007 - September 2013 · 6 yrs 1 mo
The Lincoln National Life Insurance CompanyBroker
June 2006 - June 2006 · 0 mos
Lincoln Financial Advisors Corporation
January 2000 - August 2007 · 7 yrs 7 mos
The Lincoln National Life Insurance CompanyBroker
July 1999 - June 2006 · 6 yrs 11 mos
Lincoln Financial Advisors CorporationBroker
June 1998 - August 2007 · 9 yrs 2 mos
Cigna Financial Advisors,inc.Broker
September 1992 - June 1998 · 5 yrs 9 mos
MML Investors Services, INC.Broker
June 1990 - September 1992 · 2 yrs 3 mos
Mutual Benefit Financial Service CompanyBroker
May 1985 - June 1990 · 5 yrs 1 mo
State Registrations14 states
AZCAFLIAILKYMINJNYOHSCTNTXWI
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.
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