John Biteman
John Biteman is a registered investment advisor at LPL Financial LLC, based in Worthington, OH, 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
130 East Wilson Bridge Rd #303, Worthington, OH, 43085
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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 the owner/agent of Financial Concepts, dealing in life and disability insurance, and spends a few hours per week on this. He also provides advisory services through Financial Concepts, dedicating about 10-20% of his time, and offers notary services to clients, requiring minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Securities America, INC.Broker
Securities America Advisors, INC.
SA Stone Investment Advisors INC.
SA Stone Wealth Management INC.Broker
Sterne Agee Investment Advisor Services, INC.
Wrp Investments, INC.Broker
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
Pruco Securities CorporationBroker
PFS Investments INC.Broker
State Registrations14 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.