John Danzer
John Danzer is a registered investment advisor at LPL Financial LLC, based in Franklin, PA, with 17 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
1261 Elk Street, Suite 2, Franklin, PA, 16323
Get directionsHistory
Regulatory History (2)
Financial
December 2018Financial
December 2017Other Business ActivitiesSells Insurance
John has been selling fixed annuities through his sole proprietorship since 2020, dedicating minimal time to this activity. This is an investment-related activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cadaret, Grant & CO., INC.Broker
Cadaret Grant & CO INC
Pinnacle Investments, LLCBroker
Pinnacle Investments, LLC
Investment Advisor Group
The Investment Advisor Alliance LLC
Citizens Securities, INC.Broker
Citizens Securities, INC.
Good Life Advisors, LLC
LPL Financial LLCBroker
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Investment Professionals, INC.
Investment Professionals, INC.Broker
Investment Professionals, INC.
Investment Professionals, INC.Broker
Natcity Investments, INC.Broker
State Registrations1 state
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
- Christopher Rakow, CFP, ChFCEdward Jones