John Calhoun
John Calhoun is a registered investment advisor at LPL Financial LLC, based in Alexandria, VA, 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
Alexandria, VA
Get directionsHistory
Regulatory History (4)
Judgment / Lien
December 2018Customer Dispute
February 2009Customer Dispute
February 2008Customer Dispute
November 2002Other Business Activities
John is a business owner of Greek Unlimited Store since 1989, spending minimal time on this investment-related activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Scf Securities, INC.Broker
Scf Investment Advisors, INC.
Variant Private Wealth LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations8 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.