John Rogers is a registered investment advisor at LPL Financial LLC, based in Baltimore, MD, with 38 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
532 Eastern Blvd Ste 203, Baltimore, MD, 21221
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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John operates under two DBAs for his LPL business: Teller Financial Services, Inc. and Teller Rogers Wealth Management. This activity is investment-related and takes nearly all of John's time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Franklin Templeton Financial Services CORP.Broker
Franklin/templeton Distributors, INC.Broker
Templeton Funds Distributor, INC.Broker
T. Rowe Price Investment Services, INC.Broker
State Registrations20 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.