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John Fitchett

LPL Financial LLC
18 Years of Experience
Alexandria, VA
1 DisclosureBroker
View SEC Summary
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John Fitchett is a registered investment advisor at LPL Financial LLC, based in Alexandria, VA, with 18 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

250 S Whiting St Apt 816, Alexandria, VA, 22304

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
January 2023
View Full SEC ReportHow to Read Disclosures
Other Business Activities

John operates under the DBA SymWealth for his LPL business. This activity is investment-related and takes nearly full-time hours.

Employment History
Current Registrations
LPL Financial LLCBroker
July 2021 - Present · 5 yrs 3 mos
LPL Financial LLC
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Morgan Stanley
February 2019 - March 2021 · 2 yrs 1 mo
Morgan StanleyBroker
February 2019 - March 2021 · 2 yrs 1 mo
Cuso Financial Services, L.P.Broker
September 2017 - January 2019 · 1 yr 4 mos
Cuso Financial Services, L.P.
September 2017 - January 2019 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2016 - September 2017 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2016 - September 2017 · 9 mos
Suntrust Advisory Services LLC
September 2016 - December 2016 · 3 mos
Suntrust Investment Services, INC.
July 2014 - December 2016 · 2 yrs 5 mos
Suntrust Investment Services, INC.Broker
July 2014 - December 2016 · 2 yrs 5 mos
Wells Fargo Advisors, LLCBroker
November 2013 - July 2014 · 8 mos
Wells Fargo Advisors, LLC
November 2013 - July 2014 · 8 mos
Capital One Financial Advisors LLC
April 2010 - November 2013 · 3 yrs 7 mos
Capital One Investment Services LLCBroker
April 2010 - November 2013 · 3 yrs 7 mos
Chevy Chase Financial Services
November 2008 - May 2010 · 1 yr 6 mos
Chevy Chase Financial ServicesBroker
May 2007 - May 2010 · 3 yrs
State Registrations3 states
DCMDVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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