John
Stanton

Lpl Financial LLC

CRD#5049212
Investment Advisor
in Kissimmee, FL

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About this Advisor

John Stanton is a financial advisor based out of Kissimmee, Florida with a total of 1 year of relevant experience. Stanton is an employee of Lpl Financial LLC. Their career trajectory has included roles at Pnc Investments, Cco Investments Services Corp, Citizens Bank, Cuna Mutual Group and Lpl Financial LLC. Stanton holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida. Lpl Financial LLC is a business that has its headquarters in Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 people on staff. It administers $368 billion in total assets across its 1,688,501 customer accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advisory services to 3,425 charitable organizations. Of its 1,688,501 client accounts, 31% are associated with high-net-worth investors who have at least $1 million in assets. Lpl Financial LLC has a diverse assortment of services, including 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. Financial advisory fee schedules largely are based on the type of financial services provided. However, fees charged by Lpl Financial LLC most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

Office Location

708 East Vine St
Kissimmee, FL 34744

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

FL Average: $646,059,043
Total Number of Employees

31,366

FL Average: 13
Total Number of Accounts

1,688,501

FL Average: 661
Average Account Size

$217,956

FL Average: $977,396

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 Stanton Work History

John has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Lpl Financial LLC

2015 - Present (9 years)

Cuna Mutual Group

2015 - Present (9 years)

Cuna Mutual Group

2014 - 2015 (1 year)

Cco Investments Services Corp

2014 - 2015 (1 year)

Citizens Bank

2013 - 2014 (1 year)

Pnc Investments

2012 - 2013 (1 year)

Pnc Investments

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Stanton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Gregory Horn
Lawrenceburg, IN
Daniel Gielow
Festus, MO
Bridget Platania
Arlington Heights, IL
Eric Shore
Danville, IL
Aaron Belgard
Guntersville, AL
Jon Mcknight
Dyersburg, TN
Karen Soule
Boston, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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