John Hebert
John Hebert is a CFP-designated registered investment advisor at LPL Financial LLC, based in Queen Creek, AZ, with 33 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
22237 S Ellsworth Rd, Queen Creek, AZ, 85142
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2010Customer Dispute
February 2001Other Business Activities
John operates his LPL business under the DBA Modernize Wealth. He also has a business entity, Modernize Wealth LLC, for tax/investment purposes, dedicating full-time hours to these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Royal Alliance Associates, 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.
Exams
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