John Carney
John Carney is a registered investment advisor at LPL Financial LLC, based in Kirkland, WA, with 27 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
520 6th Street South, Kirkland, WA, 98033
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2003Other Business ActivitiesSells Insurance
John is involved in several business activities, including managing a family LLC for a lake cabin, providing portfolio management services through Private Advisor Group, and offering financial planning through MyIcon. He also sells life, disability, and long-term care insurance and occasional fixed annuities, and owns residential rental properties.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Private Advisor Group, LLC
Myicon
Previous Registrations
Myicon
Mwboone and Associates, LLC
LPL Financial LLCBroker
LPL Financial LLC
U.S. Bancorp Piper Jaffray INC.
U.S. Bancorp Piper Jaffray INC.Broker
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.