John Osborne
John Osborne is a registered investment advisor at LPL Financial LLC, based in Morgantown, WV, with 15 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
176 Courtyard St, Morgantown, WV, 26501
Get directionsHistory
Regulatory History (2)
Financial
December 2017Customer Dispute
April 2016Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations6 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.