John Turcotte
John Turcotte is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Northville, MI, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
120 W. Main St Suite 201, Northville, MI, 48167
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2011Other 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
Stratos Wealth Partners, LTD
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
MML Investors Services, INC.Broker
Mutual Benefit Financial Service CompanyBroker
State Registrations13 states
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.