John Milligan is a registered investment advisor at LPL Financial LLC, based in Irvine, CA, with 8 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
9070 Irvine Center Dr, Ste 230, Irvine, CA, 92618
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John operates WealthWise Financial Services as a DBA for his LPL business since 2018. He also works as a contributor/writer, providing writings on economic and market analysis, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Scottrade Investment Management
Scottrade, INC.Broker
State Registrations1 state
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