John Soukup
John Soukup is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Green Valley, AZ, with 35 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
Green Valley, AZ
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Regulatory History (1)
Customer Dispute
December 2023Other Business Activities
John operates Sound Wealth Management as a DBA for his LPL business. He also owns Soukup Financial Holdings, LLC for tax/investment purposes, dedicating about 10-20% of his time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Mtl Equity Products, INC.Broker
Iac Securities, INC.Broker
First Variable Capital Services, INC.Broker
Fortis Investors, INC.Broker
State Registrations18 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.