JM
JM

John Muse

26 Years of Experience
Flower Mound, TX
BrokerSells Insurance

John Muse is a registered investment advisor at LPL Financial LLC, based in Flower Mound, 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

4880 Long Prairie Rd. Ste 220, Flower Mound, TX, 75028

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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 a licensed agent for Blue Cross Blue Shield, selling non-variable health insurance, dedicating minimal time. He also has leased oil and gas property and rental real estate, and operates North Texas Wealth Management as a DBA for his LPL business, which is a full-time commitment.

Employment History
Current Registrations
LPL Financial LLC
March 2007 - Present · 19 yrs 4 mos
LPL Financial LLCBroker
January 2003 - Present · 23 yrs 6 mos
Previous Registrations
Edward JonesBroker
October 1999 - January 2003 · 3 yrs 3 mos
State Registrations16 states
ALARCOFLGALAMAMOMSNCNEOKSCTXUTWA
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.