John Davitt
John Davitt is a registered investment advisor at LPL Financial LLC, based in Verona, PA, 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
718 Allegheny River Blvd, Verona, PA, 15147-1302
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2017Customer Dispute
June 2011Customer Dispute
March 2011Other Business ActivitiesSells Insurance
John operates Grandview Wealth Management as a DBA for his LPL business since 2000 and is involved with CrowdCuring.com since 2013. He also works with Good Life IA and NSS Life selling non-variable insurance, dedicating minimal time to NSS Life and full-time to Good Life IA. Additionally, John is involved in real estate rental through Found Sock LLC.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Citizens Securities, INC.Broker
Citizens Securities, INC.
Essex National Securities, INC.
Essex National Securities, INC.Broker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
PNC Investments
PNC InvestmentsBroker
Harvest Financial CorporationBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations6 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.