Lpl Financial LLC
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Lpl Financial LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
John Fitch Work History
John has 10 years of experience.
Lpl Financial LLC
Nylife Securities, LLC
New York Life Insurance Company
John Fitch has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Providence Forge, VA
Des Plaines, IL
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.