JC
CFP
JC
CFP

John Chichester

23 Years of Experience
BrokerSells Insurance

John Chichester is a CFP-designated registered investment advisor at LPL Financial LLC, based in Phoenix, AZ, with 23 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

Phoenix, AZ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John is an adjunct professor at Northern Arizona University, spending a few hours per week. He also operates Chichester Financial Group LLC as a DBA for his LPL business and sells non-variable insurance products. Additionally, John is a CPA and owns rental real estate, dedicating minimal time to each.

Employment History
Current Registrations
Maridea Wealth Management
March 2026 - Present · 1 mo
LPL Financial LLC
November 2023 - Present · 2 yrs 5 mos
LPL Financial LLCBroker
November 2023 - Present · 2 yrs 5 mos
LPL Financial LLC
October 2023 - Present · 2 yrs 6 mos
Previous Registrations
Dynamic Wealth Advisors
August 2021 - October 2023 · 2 yrs 2 mos
Cetera Investment Advisers LLC
April 2018 - August 2019 · 1 yr 4 mos
Cetera Investment Services LLCBroker
March 2018 - August 2019 · 1 yr 5 mos
First Allied Securities, INC.Broker
May 2008 - August 2018 · 10 yrs 3 mos
First Allied Advisory Services, INC.
December 2007 - August 2018 · 10 yrs 8 mos
Hermening Advisory Services LLC
December 2007 - December 2014 · 7 yrs
Ffp Securities, INC.Broker
December 2007 - May 2008 · 5 mos
New England SecuritiesBroker
April 2005 - December 2007 · 2 yrs 8 mos
Lincoln Financial Advisors CorporationBroker
September 2000 - April 2005 · 4 yrs 7 mos
The Lincoln National Life Insurance CompanyBroker
September 2000 - April 2005 · 4 yrs 7 mos
State Registrations6 states
ARAZCOFLTXWA
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.