John Folsom is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 46 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
4370 La Jolla Village Dr, Ste 640, San Diego, CA, 92122
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2015Customer Dispute
October 2002Customer Dispute
June 1997Other Business Activities
John serves on the board of directors for the San Diego District United Methodist, a non-profit organization, since 2009. He dedicates minimal time to this activity, which is not investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations30 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.