John Godfrey is a registered investment advisor at LPL Financial LLC, based in Cornelius, NC, with 20 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
18067 W Catawba Ave, Suite 206, Cornelius, NC, 28031
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John operates Blackbridge Financial as a DBA for his LPL business and provides investment advisory services through Independent Advisor Alliance (IAA), dedicating full-time hours to these activities. He also owns rental real estate properties, Ipswich Rental and Changes in Latitude, spending minimal time on these.
Employment History
Current Registrations
LPL Financial LLCBroker
Independent Advisor Alliance, LLC
Previous Registrations
Cornerstone Wealth
LPL Financial LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations10 states
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