John Saylor is a registered investment advisor at LPL Financial LLC, based in Concord, CA, with 34 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
1320 Willow Pass Rd, Ste 600, Concord, CA, 94520
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is involved with Saylor Insurance & Financial Services and Saylor Financial Services, LLC since 2015. He also works with Credit Risk Management, LLC selling property and casualty insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Aig Financial Advisors, INC.Broker
The Leaders Group, INC.Broker
Legacy Financial Services, INC.Broker
Manulife Financial Securities LLCBroker
New England SecuritiesBroker
G. R. Phelps & CO., INC.Broker
Walnut Street Securities, INC.Broker
F & G Securities, INC.Broker
MML Investors Services, INC.Broker
State Registrations10 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.