John Dollar
John Dollar is a registered investment advisor at LPL Financial LLC, based in Guntersville, AL, with 7 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
431 Gunter Avenue, Guntersville, AL, 35976
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2025Other Business Activities
John is involved with Team Wealth Solutions as a support company advisor since February 2024, requiring minimal time. He also serves as a board member for Guntersville Ducks Unlimited, a non-profit organization, dedicating a few hours per week since January 2022.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations7 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.
Exams
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