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JD
CFP
JD
CFP

John Dardis

LPL Financial LLC
46 Years of Experience
Metairie, LA
Broker
View SEC Summary
View SEC Summary

John Dardis is a CFP-designated registered investment advisor at LPL Financial LLC, based in Metairie, LA, with 46 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2121 Airline Dr Ste 580, Metairie, LA, 70001-5984

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

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
June 2014 - Present · 12 yrs 4 mos
LPL Financial LLC
June 2014 - Present · 12 yrs 4 mos
Previous Registrations
Next Financial Group, INC.Broker
May 2006 - June 2014 · 8 yrs 1 mo
Next Financial Group, INC.
May 2006 - June 2014 · 8 yrs 1 mo
Rice, Voelker Brothers & Frantzen, L.L.C.Broker
January 1996 - May 1996 · 4 mos
Jack Dardis & Associates, LTD.Broker
January 1989 - June 2006 · 17 yrs 5 mos
Howard, Weil, Labouisse, Friedrichs INC.Broker
May 1980 - January 1989 · 8 yrs 8 mos
State Registrations23 states
ALCACOCTFLGAILINKYLAMAMDMEMOMSMTNCNJNYPASCTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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