JP
JP

John Pikras

29 Years of Experience
Pittsburgh, PA
2 DisclosuresBrokerSells Insurance

John Pikras is a registered investment advisor at LPL Financial LLC, based in Pittsburgh, PA, with 29 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

300 Weyman Rd. Suite 170, Pittsburgh, PA, 15236

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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
August 2015
Settled
Customer Dispute
February 2003
Denied
Other Business ActivitiesSells Insurance

John operates Contos Pikras Wealth Advisors as a DBA for his LPL business, dedicating full-time hours to it. He also manages McNeilly Rental real estate, spending minimal time on it, and sells fixed insurance and immediate annuities, also dedicating full-time hours to that.

Employment History
Current Registrations
LPL Financial LLC
July 2023 - Present · 2 yrs 10 mos
LPL Financial LLC
July 2023 - Present · 2 yrs 10 mos
LPL Financial LLCBroker
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Citizens Securities, INC.Broker
April 2013 - July 2023 · 10 yrs 3 mos
Citizens Securities, INC.
April 2013 - July 2023 · 10 yrs 3 mos
PNC Investments
January 2004 - April 2013 · 9 yrs 3 mos
PNC InvestmentsBroker
January 2004 - April 2013 · 9 yrs 3 mos
Hilliard Lyons Asset Management
June 2003 - January 2004 · 7 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
June 2002 - January 2004 · 1 yr 7 mos
PNC Brokerage CORPBroker
December 2001 - June 2002 · 6 mos
Prudential Securities IncorporatedBroker
November 1999 - December 2001 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1996 - January 2000 · 3 yrs 1 mo
State Registrations5 states
CAFLNCOHPA
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 Pikras - Financial Advisor | TrueAdvisor