John
Lewis

Lpl Financial LLC

CRD#2473519
Investment Advisor
in Moscow, PA

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About this Advisor

John Lewis is a financial advisor based out of Moscow, Pennsylvania, who has been in the financial industry for 10 years. Lewis is currently employed by Lpl Financial LLC. They have worked at Lpl Financial Llc for their entire career. Lewis maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in North Carolina and Pennsylvania. Lpl Financial LLC is a registered investment business that has its headquarters in Moscow, Pennsylvania. The firm has offices in 9,519 locations and a total of 23,035 people on staff. It controls $208 billion in assets under management across its 892,326 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 1,956 charitable organizations. Of its 892,326 accounts, 28% are associated with high-net-worth individuals who have more than $1 million in investable assets. The advisory firm performs a broad array of services, such as 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. Fees for financial advice typically are based on the services offered. Fee types charged by Lpl Financial LLC can consist of some blend of 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

Yes

Office Location

1310 Church Street
Moscow, PA 18444

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

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

23,035

PA Average: 13
Total Number of Accounts

892,326

PA Average: 661
Average Account Size

$232,867

PA 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 Lewis Work History

John has 10 years of experience.

2010 - Present (12 years)

Lpl Financial

Disclosures

John Lewis has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Benjamin Giese
Altavista, VA
Brian Mcmillin
Roseau, MN
Ernest Escobar
Mahwah, NJ
Richard Hill
Raleigh, NC
Claiborne Lagrone
Ocean Springs, MS
Carole Sarson
Washington, NJ
Diana Sparks Mickey
Rochester, NY

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. 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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