John Stewart
John Stewart is a registered investment advisor at LPL Financial LLC, based in Baton Rouge, LA, 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
10313 Jefferson Hwy Ste B, Baton Rouge, LA, 70809
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Regulatory History (1)
Customer Dispute
May 2012Other Business ActivitiesSells Insurance
John owns rental real estate since 2013 and operates under multiple DBAs for his LPL business. He also has interests in several business entities for tax and investment purposes and spends a few hours per week on non-variable insurance through Altus Benefit Solutions.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Fsc Securities CorporationBroker
Ifg Network Securities, INC.Broker
Mony Securities CORP.Broker
Fsc Securities CorporationBroker
State Registrations29 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.