John Colegrove
John Colegrove is a CFP-designated registered investment advisor at LPL Financial LLC, based in Suwanee, GA, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
4485 Tench Rd Ste 2510, Suwanee, GA, 30024-6746
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
John has several DBAs for his LPL business and is also a health insurance agent directly with Blue Cross Blue Shield and Kaiser Permanente, and administers non-variable life insurance business through The Milner Group, spending minimal time on these insurance activities. He also leads Financial Peace University classes, is a notary, and has a business entity for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations23 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.