JH
JH

John Heigl

24 Years of Experience
Marlton, NJ
Broker

John Heigl is a registered investment advisor at LPL Financial LLC, based in Marlton, NJ, 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
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

Marlton, NJ

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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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Employment History
Current Registrations
LPL Financial LLC
May 2004 - Present · 22 yrs
LPL Financial LLCBroker
January 2004 - Present · 22 yrs 4 mos
Previous Registrations
M Financial Planning Services, INC
June 2006 - March 2011 · 4 yrs 9 mos
Integra Investment Service, LLC
March 2004 - February 2006 · 1 yr 11 mos
Ifmg Securities, INC.Broker
May 2003 - November 2003 · 6 mos
Edward JonesBroker
December 2001 - March 2003 · 1 yr 3 mos
State Registrations4 states
FLNJPAVA
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.