John Lewis is a registered investment advisor at LPL Financial LLC, based in Moscow, PA, with 31 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
1310 Church Street, Moscow, PA, 18444
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Regulatory History (1)
Customer Dispute
March 2016Other Business Activities
John uses the name Lewis Wealth Management as a DBA (doing business as). This activity is not investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Prudential Securities IncorporatedBroker
Josephthal & CO., INC.Broker
Smith Barney INC.Broker
State Registrations20 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.