John Kozar
John Kozar is a registered investment advisor at LPL Financial LLC, based in Cannonsburg, PA, 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
1000 Noble Energy Dr Ste 280, Cannonsburg, PA, 15317
Get directionsHistory
Regulatory History (1)
Financial
November 2018Other Business ActivitiesSells Insurance
John operates his LPL business under the DBA Affinity Wealth Management Group since 2020. He also works as a caregiver for Big Heart Health Care LLC, dedicating about a third of his time, and sells non-variable insurance as an agent for SWINSURANCE, spending a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley Dw INC.Broker
First Midwest Securities, INC.Broker
Tiche Capital Strategies LLCBroker
Emmett a Larkin Company, INC.Broker
Vtr Capital, INC.Broker
L.C. Wegard & CO., INC.Broker
Hibbard Brown & CO., INC.Broker
State Registrations4 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.