John Lancaster
John Lancaster is a registered investment advisor at Cetera Investment Advisers LLC, based in Elk Grove Village, IL, with 2 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
845 Oakton Street, Elk Grove Village, IL, 60007
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is a partner at Porte Brown LLC, providing tax and financial reporting services to corporate and individual clients, taking nearly full-time. He also refers clients to advisors at Porte Brown Wealth Management and serves as the treasurer on the board of directors for the Palatine Area Chamber of Commerce, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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