John Rovetto
John Rovetto is a CFA-designated registered investment advisor at LPL Financial LLC, based in New Orleans, LA, with 21 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
639 Loyola Ave, Suite 2100, New Orleans, LA, 70113
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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 is involved in several investment-related activities, including Gulf Point Advisors, GWM Advisors LLC, Gulf Point Advisors, LLC, DBT-JWR-TSM LLC, and NewEdge Advisors, LLC, dedicating a significant amount of time to these endeavors. He also spends minimal time on non-variable insurance activities through Addicus Risk Management, LLC.
Employment History
Current Registrations
Newedge Advisors
LPL Financial LLCBroker
Previous Registrations
J.P. Morgan Securities LLCBroker
Goldman, Sachs & CO.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations12 states
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