John Friday is a registered investment advisor at LPL Financial LLC, based in Livonia, MI, with 29 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
37373 Seven Mile Road, Livonia, MI, 48152
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2005Customer Dispute
December 2004Other Business Activities
John operates DFCU Financial Partners as a DBA for his LPL business since 2006. This activity is investment-related and takes nearly full-time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Cco Investment Services CORP.Broker
Charter One Securities, INC.Broker
Locust Street Securities, INC.Broker
Jackson National Financial Services, INC.Broker
State Registrations26 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.
Exams
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