John Potter is a registered investment advisor at LPL Financial LLC, based in Boise, ID, with 32 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
Boise, ID
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John owns two rental real estate properties since 2015 and 2016, respectively, dedicating minimal time to these activities. He also acts as a co-successor trustee for The Clarence Bigler and Marie Bigler Trust, spending minimal time on this role.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Sorrento Pacific Financial, LLCBroker
Sorrento Pacific Financial, LLC
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Sagepoint Financial, INC.Broker
Allstate Financial Services, LLCBroker
Prudential Annuities Distributors, INCBroker
Hornor, Townsend & Kent, INC.Broker
MML Distributors, LLCBroker
MML Investors Services, INC.Broker
State Registrations1 state
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.