Johnathan
Stackhouse
Lpl Financial LLC
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About this Advisor
Johnathan Stackhouse is a financial advisor who works out of Columbia, South Carolina, who has 1 year of relevant experience. Stackhouse works at Lpl Financial LLC. Stackhouse has gained experience at Bank Of America, N.A, Wells Fargo Advisors, LLC, Lpl Financial, LLC, Good Life Advisors, LLC, Modern Family Asset Management, South Carolina Federal Credit Union, Cuso Financial Services, Lp, Lpl Financial LLC and Palmetto Citizens Federal Credit Union. Stackhouse has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in South Carolina. Lpl Financial LLC is a registered investment company operating out of Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 employees. It administers $368 billion in assets across its 1,688,501 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 3,425 charities and foundations. Of its 1,688,501 client accounts, 31% are associated with high-net-worth investors who have more than $1 million in assets. The business performs 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. Fees for financial advisory services typically are based on which services the firm provides the client. However, fee types billed by Lpl Financial LLC can consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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
Johnathan Stackhouse Work History
Johnathan has been registered as a financial advisor for 1 years.*
Lpl Financial LLC
Palmetto Citizens Federal Credit Union
South Carolina Federal Credit Union
Cuso Financial Services, Lp
Lpl Financial, LLC
Good Life Advisors, LLC
Modern Family Asset Management
Wells Fargo Advisors, LLC
Bank Of America, N.A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Johnathan Stackhouse 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
Fort Mill, SC
Waukesha, WI
Dyersburg, TN
Lawrenceburg, IN
Bridgeport, CT
Sea Girt, NJ
Charlestown, MA
Purchase, NY
The content in this profile was updated by SmartAsset on 4/16/2023. 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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