John Barry is a registered investment advisor at LPL Financial LLC, based in Torrance, CA, 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
25500 Hawthrone Blvd Ste 2100, Torrance, CA, 90505
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is an insurance agent selling life insurance through ASH Brokerage since 2017, dedicating a few hours per week. He also operates his LPL business through JMB Wealth Management, Inc., dedicating full-time hours, and manages his son's rock and roll band, LBJs Music LLC, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Usi Securities, INC.Broker
Usi Securities, INC.
Associated Planners Investment Advisory INC
Associated Securities CORP.Broker
Broadcort Capital CORP.Broker
State Registrations5 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.