John Roberts (CRD# 6595454) is an Investment Advisor Representative working at Lpl Financial LLC in Abingdon, VA and has over 4 years of experience in the finance industry.
CRD# 2842154
On Investment Management Co
CRD# 4342165
Edward Jones
CRD# 2291001
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Abingdon, VA | Sep 2022 - Current | 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Aug 2019 - Sep 2022 | 3 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Mar 2019 - Sep 2022 | 3 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jun 2018 - Sep 2022 | 4 |
| Virginia Tech | Blacksburg, VA | Aug 2017 - May 2018 | < 1 |
| First Bank And Trust | Bristol, VA | May 2017 - Aug 2017 | < 1 |
| Virginia Tech | Blacksburg, VA | Aug 2016 - May 2017 | < 1 |
| First Bank And Trust | Abingdon, VA | May 2016 - Aug 2016 | < 1 |
| Virginia Tech | Blacksburg, VA | Aug 2015 - May 2016 | < 1 |
| Harry L Cooms Recreation Center | Abingdon, VA | May 2015 - Aug 2015 | < 1 |
| Virginia Tech | Blacksburg, VA | Aug 2014 - May 2015 | < 1 |
| Harry L Cooms Recreation Center | Abingdon, VA | May 2014 - Aug 2014 | < 1 |
| Holston High School | Damascus, VA | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2019 |
- VA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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