John Greenway is a registered investment advisor at LPL Financial LLC, based in Mesa, 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
2929 N Power Rd Ste 101, Mesa, AZ, 85215
Get directionsHistory
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 Activities
John operates Fidler Wealth Management as a DBA for his LPL business since 2017. He also has W-2 employment with Aero Security Training in North Carolina, dedicating nearly full-time hours, including during securities trading hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Eaton Vance Distributors, INC.Broker
Pioneer Funds Distributor, INC.Broker
Prudential Investment Management Services LLCBroker
Prudential Securities IncorporatedBroker
Everen Securities, INC.Broker
Capital West Securities, INC.Broker
Stifel, Nicolaus & Company, IncorporatedBroker
Painewebber IncorporatedBroker
Rotan Mosle 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.