John Page is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Fresno, CA, 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
465 E. Fir Ave Suite 105, Fresno, CA, 93720-2975
Get directionsHistory
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 under the DBAs Thiesen Dueker Modern Wealth Management and Thiesen Dueker for his LPL business. He also engages in non-variable insurance activities, spending a few hours per week, and manages real estate rentals for minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
First Financial Equity Corporation
First Financial Equity CorporationBroker
Jrl Capital Advisors LLC
Jrl Capital CorporationBroker
Western Financial Advisors
Wfp SecuritiesBroker
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.