JL
JL

John Lanzetta

32 Years of Experience
Mechanicsburg, PA
1 DisclosureBrokerSells Insurance

John Lanzetta is a registered investment advisor at LPL Financial LLC, based in Mechanicsburg, PA, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

Mechanicsburg, PA

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2006
Settled
Other Business ActivitiesSells Insurance

John sells non-variable insurance under LifeSpan Financial Associates since 1997, dedicating about a quarter of his time. He also sells non-variable insurance separately since 2003, spending about 10-20% of his time. LifeSpan Financial Associates is also a DBA for his LPL business, taking nearly full-time.

Employment History
Current Registrations
LPL Financial LLCBroker
March 2025 - Present · 1 yr 2 mos
LPL Financial LLC
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Ic Advisory Services, INC.
March 2024 - March 2025 · 1 yr
The Investment Center, INC.Broker
March 2024 - March 2025 · 1 yr
Securities America, INC.Broker
December 2018 - March 2024 · 5 yrs 3 mos
Securities America Advisors, INC.
December 2018 - March 2024 · 5 yrs 3 mos
Questar Capital CorporationBroker
December 2006 - December 2018 · 12 yrs
Questar Asset Management, INC.
July 2006 - December 2018 · 12 yrs 5 mos
Usallianz Securities, INC.Broker
December 2003 - December 2006 · 3 yrs
Usallianz Securities, INC.
December 2003 - June 2006 · 2 yrs 6 mos
The Investment Center, INC.Broker
March 2002 - December 2003 · 1 yr 9 mos
American Investment Services, INC.Broker
February 2001 - March 2002 · 1 yr 1 mo
Linsco/private Ledger CORP.Broker
August 1997 - February 2001 · 3 yrs 6 mos
Keystone Brokerage, INC.Broker
November 1996 - May 1997 · 6 mos
Laughlin Group Advisors, INC.Broker
April 1996 - November 1996 · 7 mos
Compulife Investor Services, INC.Broker
November 1995 - April 1996 · 5 mos
Lincoln Financial Advisors CorporationBroker
August 1995 - November 1995 · 3 mos
The Lincoln National Life Insurance CompanyBroker
August 1995 - November 1995 · 3 mos
Independent Financial Securities, INC.Broker
April 1993 - August 1995 · 2 yrs 4 mos
Robert W. Baird & CO. IncorporatedBroker
September 1992 - November 1992 · 2 mos
Northwestern Mutual Investment Services, INC.Broker
September 1992 - November 1992 · 2 mos
State Registrations9 states
CTDEFLMDNHNJNMNYPA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
John Lanzetta - Financial Advisor | TrueAdvisor