JH
CFP
JH
CFP

John Hydrick

25 Years of Experience
Atlanta, GA
1 DisclosureBroker

John Hydrick is a CFP-designated registered investment advisor at LPL Financial LLC, based in Atlanta, GA, with 25 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

2110 Powers Ferry Rd. Suite 250 Se, Atlanta, GA, 30339

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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.
Employment Separation After Allegations
May 2016
Other Business Activities

John operates as Wealthstead Financial Advisors, a DBA for his LPL business, since July 2024. This investment-related activity takes up his full-time effort.

Employment History
Current Registrations
LPL Financial LLC
August 2024 - Present · 1 yr 9 mos
LPL Financial LLC
August 2024 - Present · 1 yr 9 mos
LPL Financial LLCBroker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Osaic Fa, INC.
June 2016 - August 2024 · 8 yrs 2 mos
Osaic Fa, INC.Broker
June 2016 - August 2024 · 8 yrs 2 mos
Morgan Stanley
March 2010 - May 2016 · 6 yrs 2 mos
Morgan StanleyBroker
March 2010 - May 2016 · 6 yrs 2 mos
UBS Financial Services INC.
August 2004 - March 2010 · 5 yrs 7 mos
UBS Financial Services INC.Broker
August 2004 - March 2010 · 5 yrs 7 mos
First Union Brokerage Services, INC.Broker
October 1993 - June 1997 · 3 yrs 8 mos
State Registrations9 states
ALDEFLGAINMONCSCTX
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 Hydrick - Financial Advisor | TrueAdvisor