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JB
CFP
JB
CFP

John Bullock

LPL Financial LLC
23 Years of Experience
Lubbock, TX
Broker
View SEC Summary
View SEC Summary

John Bullock is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lubbock, TX, with 23 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4216 102nd St Ste 20, Lubbock, TX, 79423

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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 operates Lubbock Wealth Advisors as a DBA for his LPL business since March 2025. This activity is investment-related and takes more than full-time hours.

Employment History
Current Registrations
LPL Financial LLCBroker
January 2025 - Present · 1 yr 9 mos
LPL Financial LLC
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
April 2019 - February 2025 · 5 yrs 10 mos
Wells Fargo Advisors
April 2019 - February 2025 · 5 yrs 10 mos
Raymond James Financial Services Advisors, INC
May 2017 - April 2019 · 1 yr 11 mos
Raymond James Financial Services, INC.Broker
May 2017 - April 2019 · 1 yr 11 mos
Scottrade, INC.Broker
August 2016 - December 2016 · 4 mos
Nationwide Investment Advisors, LLC
August 2012 - August 2016 · 4 yrs
Nationwide Investment Services CorporationBroker
August 2012 - August 2016 · 4 yrs
ICMA Retirement CORP
May 2007 - August 2012 · 5 yrs 3 mos
Icma-Rc Services, LLCBroker
February 2007 - August 2012 · 5 yrs 6 mos
USAA Financial Advisors, INC.Broker
October 2005 - January 2007 · 1 yr 3 mos
USAA Financial Planning Services
October 2005 - January 2007 · 1 yr 3 mos
Ameritrade Advisory Services LLC
November 2004 - January 2005 · 2 mos
Ameritrade, INC.Broker
October 2004 - January 2005 · 3 mos
E*trade Advisory Services, INC.
November 2001 - March 2003 · 1 yr 4 mos
E*trade Securities LLCBroker
October 2001 - March 2003 · 1 yr 5 mos
Charles Schwab & CO., INC.Broker
September 2000 - September 2001 · 1 yr
Janus Distributors, INC.Broker
February 2000 - July 2000 · 5 mos
State Registrations4 states
ARAZNMTX
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.
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