John
Fitch

Lpl Financial LLC

CRD#6412244
Investment Advisor
in Charlotte, NC

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About this Advisor

John Fitch is an advisor based in Charlotte, North Carolina. Currently a registered financial advisor with Lpl Financial LLC, Fitch has 10 years of work experience in the financial advisory industry. Fitch has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Fitch is registered to act as an advisor based out of North Carolina. Throughout their career, they have worked at Unc Wilmington, New York Life Insurance Company, Nylife Securities, LLC, Pnc Investments and Lpl Financial LLC. Lpl Financial LLC is headquartered in Charlotte, North Carolina, and operates out of 9,519 locations in the nation. In aggregate, Lpl Financial LLC oversees $208 billion in assets covering 892,326 accounts and employs more than 23,035 people. The firm's total assets under management places it among the largest firms in the nation. The firm manages 890,301 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 28% of the advisor firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable 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's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

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

6525 Morrison Blvd Suite 500
Charlotte, NC 28211

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

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

23,035

NC Average: 13
Total Number of Accounts

892,326

NC Average: 661
Average Account Size

$232,867

NC 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 Fitch Work History

John has 10 years of experience.

2018 - Present (3 years)

Lpl Financial LLC

2018 - 2018 (< 1 year)

Pnc Investments

2015 - 2017 (2 years)

Nylife Securities, LLC

2014 - 2015 (1 year)

New York Life Insurance Company

2010 - 2014 (4 years)

Unc Wilmington

Disclosures

John Fitch has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
James Dannel
Knoxville, TN
John Fitch
Charlotte, NC
Robert Wilson
Providence Forge, VA
Matthew Schultz
Fargo, ND
Brett Hudson
Sedalia, MO
Brian Fahrner
Des Plaines, IL
Andrew Fraser
Austin, TX

This content was compiled from the SEC and FINRA.

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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