John Walborn is a registered investment advisor at LPL Financial LLC, based in Mountain Home, ID, with 29 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
285 North 3rd East, Mountain Home, ID, 83647
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John operates his LPL business under the DBA Walborn & Associates, Inc. He is also a partner in Portico Partners LLC for commercial real estate investment, co-trustee of a special needs trust, and involved in real estate rentals through David 30LLC and Walborn Rentals LLC, dedicating minimal time to these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations42 states
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