John Bellingham is a CFP-designated registered investment advisor at LPL Financial LLC, based in Burlington, NC, with 39 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
348 Holly Hill Lane, Burlington, NC, 27215
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John operates under the DBA Bellingham Harris Wealth and Retirement Planning for his LPL business. He also engages in personal retirement planning for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Geneos Wealth Management, INC.
Hbs Financial Advisors
Geneos Wealth Management, INC.Broker
Hbs Financial Advisors
Royal Alliance Associates, INC.Broker
Primevest Financial Services, INC.Broker
Compulife Investor Services, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
A. G. Edwards & Sons, INC.Broker
State Registrations12 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.