John Andersen is a registered investment advisor at LPL Financial LLC, based in Santa Ana, CA, with 7 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
2115 N Broadway, Santa Ana, CA, 92706
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John operates his LPL business through Schools First Investment Services. He also owns John Andersen Properties, a real estate rental business, since 2015, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations1 state
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