John Moravek
John Moravek is a CFP-designated registered investment advisor at LPL Financial LLC, based in Charlotte, NC, with 17 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
6701 Carmel Rd. Ste. 101, Charlotte, NC, 28226
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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 Clarity Wealth Planning, LLC as a DBA for his LPL business, dedicating full-time hours to it. He also works as an insurance agent selling life, disability, long-term care, and fixed annuities for a few hours per week, and coaches 5th grade basketball at St. Matthew Catholic School for a few hours per week.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Questar Capital CorporationBroker
Questar Asset Management, INC.
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations11 states
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