John Petit is a registered investment advisor at LPL Financial LLC, based in Brick, NJ, with 48 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
445 Brick Boulevard, Suite 208, Brick, NJ, 08723
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 1993Other Business Activities
John is involved with Accounting Solutions, providing tax preparation, accounting, and CPA services since 1990. This investment-related activity takes nearly full-time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ic Advisory Services, INC.
Ic Advisory Services, INC.
The Investment Center, INC.Broker
Creative Tax Planners, INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
Dean Witter Reynolds INC.Broker
Advest, INC.Broker
Verrilli Altschuler Schwartz INC.Broker
State Registrations4 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.