John Danzer
John Danzer is a registered investment advisor at LPL Financial LLC, based in Franklin, PA, with 16 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
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.