John Healy is a registered investment advisor at LPL Financial LLC, based in Atlanta, GA, with 22 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
200 Ashford Center North, Suite 400, Atlanta, GA, 30338
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John operates Healy Wealth Management as a DBA for his LPL business and is a registered investment advisor with IFG Advisory, LLC, dedicating all of his time to this role. He also has a DBA with Integrated Financial Group, which is owned by Donald Patrick Insurance Agency, but spends no time on this.
Employment History
Current Registrations
LPL Financial LLCBroker
Ifg Advisory, LLC
Previous Registrations
Ifg Advisory, LLC
Patton Albertson & Miller LLC
Healy Capital Management, LLC
State Registrations2 states
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