John Fair
John Fair is a registered investment advisor at LPL Financial LLC, based in Collegeville, PA, with 26 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
500 Arcola Road, Collegeville, PA, 19426
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2020Customer Dispute
July 2013Employment Separation After Allegations
December 2009Other Business Activities
John operates under the DBAs TruMark Financial Wealth Advisors and TruMark Financial for LPL business. These investment-related activities take nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
CUNA Brokerage Services, INC.Broker
Waddell & Reed, INC.Broker
Wells Fargo Advisors, LLCBroker
Bnp Paribas Brokerage Services, INC.Broker
State Registrations10 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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