John Stohlman
John Stohlman is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Gaithersburg, MD, 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
13 E Deer Park Dr, Gaithersburg, MD, 20877
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Regulatory History (1)
Customer Dispute
November 2008Other Business ActivitiesSells Insurance
John is an author, owns rental real estate through Terra Firma Ventures LLC, and is involved with Safe Money Concepts LLC (non-variable insurance). He also serves as a board member for Cedarbrook Community Church and operates his LPL business through Medallion Financial Group, dedicating full-time hours to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Grove Point Advisors, LLC
Grove Point Investments, LLCBroker
H. Beck, INC.
Ssn Advisory, INC.
Securities Service Network, LLCBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Ffp Securities, INC.Broker
Intersecurities, INC.Broker
Professional Broker-Dealer Financial Planning, INC.Broker
State Registrations23 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.