JC
CFP
JC
CFP

John Cecil

26 Years of Experience
San Angelo, TX
Broker

John Cecil is a CFP-designated registered investment advisor at LPL Financial LLC, based in San Angelo, TX, with 26 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

2201 Sherwood Way, San Angelo, TX, 76903

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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 Activities

John is a trustee overseeing activities for Shannon Health System, a non-profit, spending a few hours per week. He is also a financial advisor with Cecil + Eady Investments, a DBA for his LPL business, since 1999.

Employment History
Current Registrations
LPL Financial LLC
November 2017 - Present · 8 yrs 6 mos
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 6 mos
Previous Registrations
Investment Centers of America, INC.
April 1999 - November 2017 · 18 yrs 7 mos
Investment Centers of America, INC.Broker
April 1999 - November 2017 · 18 yrs 7 mos
State Registrations19 states
ALCACOFLGAILKSKYMDMIMONCNMNVOHOKSCTXVA
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.