John Edgecomb is a registered investment advisor at LPL Financial LLC, based in Gonzales, TX, with 45 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
Gonzales, TX
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 1999Other Business Activities
John owns Edgecomb Automotive Restoration, focusing on the restoration, purchase, and sale of classic automobiles, dedicating about 10-20% of his time. He also serves as an Officer (Treasurer) and Director for Gonzales Crystal Theatre, Inc., a non-profit, spending a few hours per week on directing work, controlling property, and adopting rules for the theatre's business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations14 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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