John
Anderson

Lpl Financial LLC

CRD#2818878
Investment Advisor
in Dublin, PA

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About this Advisor

John Anderson is a financial advisor based in Dublin, Pennsylvania, working with Lpl Financial LLC. John has previously held positions at National Planning Corporation, Cuna Mutual Group, Cuna Brokerage Services, Inc, Securities America, Inc, Securities America Advisors, and Lpl Financial LLC. John has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Pennsylvania and Texas. Currently, John is part of Lpl Financial LLC, which operates out of Dublin, Pennsylvania. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

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

123 North Main Street Ste 209
Dublin, PA 18917

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

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

35,841

PA Average: 13
Total Number of Accounts

1,910,545

PA Average: 661
Average Account Size

$242,588

PA 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 Anderson Work History

2024 - Present (0 year)

Lpl Financial LLC

2017 - Present (7 years)

Securities America, Inc

2017 - Present (7 years)

Securities America Advisors

2014 - 2014 (< 1 year)

Cuna Mutual Group

2014 - 2014 (< 1 year)

Cuna Brokerage Services, Inc

2014 - 2017 (3 years)

National Planning Corporation

2013 - 2014 (1 year)

National Planning Corporation

Disclosures

Please visit the SEC profile of John Anderson 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
Jon Anderson
Spokane, WA
Brian West
Scottsdale, AZ
Jeremy Cole
Ventura, CA
Eric Montgomery
Fort Mill, SC
Steven Cairns
Fort Mill, SC
Michael Starensier
Fort Mill, SC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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