John Nistler
John Nistler is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Annapolis, MD, with 20 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1000 Bestgate Rd Ste 300, Annapolis, MD, 21401
Get directionsHistory
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 operates his LPL business under the DBA Charter Financial Group, dedicating full-time hours to it. He also engages in outside insurance and fixed annuity sales, spending a few hours per week on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
The Lincoln National Life Insurance CompanyBroker
State Registrations38 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.
Exams
More Advisors
- Joseph Codd, CFPLPL Financial LLC
- Elaine Shanley, CFPLPL Financial LLC
- Jeffrey FurnissLPL Financial LLC
- Erin WillisLPL Financial LLC
- Thomas Pasta, CFPLPL Financial LLC
- Michael Calabrese, CFPLPL Financial LLC