John Barich is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Alpharetta, GA, with 33 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
Alpharetta, GA
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Regulatory History (1)
Customer Dispute
November 2004Other Business Activities
John uses NB Financial Group to pay office expenses and operates under the DBAs Mammoth Financial Solutions and Equitable Divorce Solutions. He also provides tax preparation and accounting services through John A Barich Tax Management, dedicating a few hours per week to this investment-related activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations11 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.