Lpl Financial LLC

Investment Advisor
in Owego, NY

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About this Advisor

John Coulombe is a financial advisor based out of Owego, New York, with 12 years of work experience. Coulombe is an advisor for Lpl Financial LLC. Their career trajectory has included roles at Axa Advisors, LLC, W.H. Black And Co. (Antonette Marketing Inc), Morgan Stanley, Cfs Group At Chemung Canal Trust Company and Lpl Financial LLC. Coulombe has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in New Jersey, New York and Texas. Lpl Financial LLC is a financial advisory business headquartered in Owego, New York. The company has offices in 9,898 locations and a total of 28,744 financial advisors. It has $404 billion in assets under management across its 1,517,995 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advice to 3,162 charitable organizations. Of its 1,517,995 customer accounts, 31% are associated with high-net-worth investors who have more than $1 million in assets. Lpl Financial LLC provides a broad 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 fees vary depending on which services are offered. However, fee types billed by Lpl Financial LLC may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

12 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



Office Location

203 Main St
Owego, NY 13827

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Lpl Financial LLC Brokerage Details

Total Assets Under Management


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


NY Average: 13
Total Number of Accounts


NY Average: 661
Average Account Size


NY Average: $977,396

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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 Coulombe Work History

John has 12 years of experience.

2018 - Present (4 years)

Cfs Group At Chemung Canal Trust Company

2018 - Present (4 years)

Lpl Financial LLC

2016 - 2017 (1 year)

Morgan Stanley

2014 - 2014 (< 1 year)

Axa Advisors, LLC

2014 - 2014 (< 1 year)

W.H. Black And Co. (Antonette Marketing Inc)

2010 - 2014 (4 years)

Axa Advisors, LLC


John Coulombe has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Paul Goeke
Saint Louis, MO
Jonathan Davis
Spokane, WA
Tyler Atkinson
Bellevue, WA
Anthony Velarde
Oxnard, CA
Anthony Rue
San Diego, CA
Bret Edensword
Seattle, WA
Ruthanna Goodman
Louisville, KY

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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