JL
ChFC
JL
ChFC

John Lynde

29 Years of Experience
Wall, NJ
2 DisclosuresBrokerSells Insurance

John Lynde is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Wall, NJ, with 29 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1350 Campus Parkway Suite 100, Wall, NJ, 07753

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History

Regulatory History (2)
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.
Customer Dispute
January 2024
Settled
Customer Dispute
January 2004
Denied
Other Business ActivitiesSells Insurance

John operates under the DBA Wealth Insight Group for financial services as a registered representative since 2013, dedicating full-time hours to this. He also works as an insurance agent selling life, health, disability, annuities, and long-term care insurance since 2019.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLC
November 2019 - Present · 6 yrs 8 mos
Cetera Advisors LLCBroker
November 2019 - Present · 6 yrs 8 mos
Previous Registrations
Cetera Advisors LLC
November 2019 - March 2024 · 4 yrs 4 mos
LPL Financial LLCBroker
March 2011 - November 2019 · 8 yrs 8 mos
LPL Financial LLC
March 2011 - November 2019 · 8 yrs 8 mos
Ameriprise Financial Services, INC.
July 2002 - April 2011 · 8 yrs 9 mos
Ameriprise Financial Services, INC.Broker
March 1997 - April 2011 · 14 yrs 1 mo
Ids Life Insurance CompanyBroker
March 1997 - July 2006 · 9 yrs 4 mos
Metlife Securities INC.Broker
February 1996 - October 1996 · 8 mos
Metropolitan Life Insurance CompanyBroker
February 1996 - October 1996 · 8 mos
State Registrations15 states
CAFLGAMAMINCNHNJNYPASCTNTXVAWY
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.