John Dardis is a CFP-designated registered investment advisor at LPL Financial LLC, based in Metairie, LA, with 45 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
2121 Airline Dr Ste 580, Metairie, LA, 70001-5984
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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.
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John is associated with Dardis Couvillon & Associates, operating under a DBA. He also serves on the boards of Closer Walk Ministries, St Benedict the Moor School, Jesuit High School, and Sugar Bowl, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Next Financial Group, INC.Broker
Next Financial Group, INC.
Rice, Voelker Brothers & Frantzen, L.L.C.Broker
Jack Dardis & Associates, LTD.Broker
Howard, Weil, Labouisse, Friedrichs INC.Broker
State Registrations23 states
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.