John Poore is a registered investment advisor at LPL Financial LLC, based in Perry, FL, with 19 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
1405 S Jefferson St, Perry, FL, 32348
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is the VP of Retail Investments at Madison County Community Bank, dedicating full-time hours to this role. He also operates under the DBA Wealth Enhancement and Preservation for his LPL business and serves as a City Commissioner in Madison, FL, spending minimal time on this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Sorrento Pacific Financial, LLCBroker
Sorrento Pacific Financial, LLC
Taylor & Williams, INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Banc of America Investment Services, INC.Broker
Calton & Associates, INC.Broker
State Registrations3 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.