John
Myers

Lpl Financial LLC

CRD#2612564
Investment Advisor
in San Diego, CA
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About this Advisor

John Myers is a certified financial planner who lives in San Diego, California. Currently a registered advisor with Lpl Financial LLC, they have accrued 10 years of professional experience. Myers maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Myers can work with investors in California, New Jersey, Texas and South Carolina. Myers has spent their entire career at Lpl Financial LLC. Lpl Financial LLC is based out of San Diego, California, and has 8,011 brick-and-mortar locations across the United States. As a registered investment advisory firm, Lpl Financial LLC manages $153 billion in assets dispersed across 680,466 client accounts and retains more than 22,703 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the nation. The firm manages 655,827 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 23% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Lpl Financial LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

4707 Executive Dr
San Diego, CA 92121-3091

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

CA Average: $16,012,751,954
Total Number of Employees

22,790

CA Average: 118
Total Number of Accounts

786,525

CA Average: 4,567
Average Account Size

$202,281

CA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

John Myers Work History

John has 10 years of experience.

2008 - Present (11 years)

Uvest Financial Services Group, Inc

Disclosures

John Myers has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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