John Madden is a registered investment advisor at LPL Financial LLC, based in Lakeland, FL, with 6 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
1401 South Florida Avenue, Lakeland, FL, 33803
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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 Allen & Company and Allen & Company of Florida, LLC for his LPL business. He is also an agent for Waller Partners Insurance selling non-variable insurance, and has a business entity, Black Oak LLC, for tax/investment purposes, deriving commissions from life/health/non-variable insurance business. The insurance activities take minimal time, while the LPL business takes nearly full-time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Allen & Company of Florida, LLC
Allen & Company of Florida, LLCBroker
Allen & Company of Florida, LLC
Allen & Company of Florida, LLCBroker
State Registrations37 states
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