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John Glover

LPL Financial LLC
39 Years of Experience
Alpharetta, GA
2 DisclosuresBroker
View SEC Summary
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John Glover is a registered investment advisor at LPL Financial LLC, based in Alpharetta, GA, with 39 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

11720 Amber Park Dr, Ste 150, Alpharetta, GA, 30009

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History

Regulatory History (2)
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.
Regulatory
September 1998
Final
Regulatory
March 1996
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

John is a majority owner of Wellspring Wealth LLC, a business entity for tax/investment purposes, and provides investment advisory services through Wellspring Wealth Management LLC. He also manages Planmark Financial Group LLC as a managing partner and Planmark Capital Management, LLC.

Employment History
Current Registrations
LPL Financial LLC
January 2017 - Present · 9 yrs 9 mos
LPL Financial LLC
October 2009 - Present · 17 yrs
LPL Financial LLCBroker
October 2009 - Present · 17 yrs
Wellspring Wealth Management LLC
June 2005 - Present · 21 yrs 4 mos
Previous Registrations
LPL Financial Corporation
September 2009 - December 2009 · 3 mos
Investlinc Securities, LLCBroker
October 2005 - March 2009 · 3 yrs 5 mos
Associated Securities CORP.
July 2004 - September 2009 · 5 yrs 2 mos
Associated Planners Investment Advisory INC
June 2004 - October 2009 · 5 yrs 4 mos
Associated Securities CORP.Broker
May 2004 - September 2009 · 5 yrs 4 mos
Ws Griffith Securities, INC.
January 2003 - June 2004 · 1 yr 5 mos
Ws Griffith Securities, INC.Broker
September 2000 - June 2004 · 3 yrs 9 mos
American General Securities IncorporatedBroker
September 1999 - September 2000 · 1 yr
Dunwoody Brokerage Services, INC.Broker
May 1999 - March 1999 · 0 mos
Dunwoody Brokerage Services, INC.Broker
March 1999 - September 1999 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1985 - March 1997 · 11 yrs 11 mos
State Registrations5 states
FLGANJSCTX
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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