John Skram, financial advisor Boulder CO
93 score

John Skram

CRD Number: 4448412
Current Firm: Lpl Financial LLC

John Skram (CRD# 4448412) is an Investment Advisor Representative working at Lpl Financial LLC in Boulder, CO and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Boulder, CO Oct 2005 - Current 11
Pathway Bank Grand Island, NE Nov 2009 - Nov 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2001
S65 NASAA Investment Advisors Law Examination Jan 2006
Contact Info for John J. Skram
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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