John Kesner is a registered investment advisor at LPL Financial LLC, based in Van Buren, AR, with 31 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
1924 Fayetteville Road, Van Buren, AR, 72956
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Regulatory History (2)
Customer Dispute
July 2019Customer Dispute
May 2019Other Business Activities
John operates United Investment Planning as a DBA for his LPL business, dedicating minimal time. He also owns Fianna Village Liquors, spending about a quarter of his time on this non-investment related business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
Cl Wealth Management LLC
Cabot Lodge Securities LLCBroker
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
First Allied Securities, INC.
Edward Jones
Edward JonesBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Invest Financial CorporationBroker
Deposit Guaranty Investments, INC.Broker
Merchants Investment Center, INC.Broker
Swink & Company, INC.Broker
State Registrations16 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.