John Gilbert, financial advisor Naples FL

John Gilbert

CRD Number: 1150925
Current Firm: Lpl Financial LLC

John Gilbert (CRD# 1150925) is an Investment Advisor Representative working at Lpl Financial LLC in Naples, FL and has over 30 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Naples, FL Dec 2021 - Current 2
Voya Financial Advisors Naples, FL Sep 2014 - Dec 2021 7
Ing Financial Partners Southfield, MI Jan 2011 - Sep 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1993
Contact Info for John W. Gilbert
Phone Number: 704-733-3300
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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