John Shea is a registered investment advisor at LPL Financial LLC, based in Baltimore, MD, with 4 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
2 East Wheeling St, Ste 102, Baltimore, MD, 21230
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John operates Cobblestone Wealth Management, LLC and Row Home Financial as DBAs for his LPL business. He spends about a quarter of his time on these activities, primarily during securities trading hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLCBroker
State Registrations5 states
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