John Anderson
John Anderson is a CFP-designated registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 13 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
4707 Executive Dr, San Diego, CA, 92121-3091
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Regulatory History (1)
Regulatory
January 2018Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Western Wealth Management LLC
LPL Financial LLCBroker
LPL Financial LLC
USAA Investment Management Company
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Nylife Securities LLCBroker
State Registrations2 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.