John Sigmon is a CFP-designated registered investment advisor at LPL Financial LLC, based in Norman, OK, 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
825 Wall Street, Norman, OK, 73069
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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 is doing business as Sigmon Wealth Management, an entity for his LPL business, dedicating full-time hours. He also owns two rental properties and is the president of Sigmon Associates, Inc., a business entity for tax/investment purposes, dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sigmon Wealth Management, INC.
Capital West Securities, INC.Broker
Stifel, Nicolaus & Company, IncorporatedBroker
State Registrations22 states
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