John Birch, financial advisor Canton OH
75 score

John Birch

CRD Number: 5510020
Current Firm: Lpl Financial LLC

John Birch (CRD# 5510020) is an Investment Advisor Representative working at Lpl Financial LLC in Canton, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Canton, OH Nov 2014 - Current 2
Braddox Land Management Canton, OH Jan 2012 - Current 4
Lpl Financial Canton, OH Apr 2010 - Aug 2013 3
The O.n. Equity Sales Company Cincinnati, OH Mar 2009 - Apr 2010 1
Ohio National Financial Services Cincinnati, OH Jan 2009 - Mar 2009 < 1
Unemployed Cincinnati, OH Sep 2008 - Jan 2009 < 1
Axa Advisors, LLC Ny, NY Mar 2008 - Sep 2008 < 1
Unemployed Canton, OH Oct 2007 - Feb 2008 < 1
Nationwide Insurance Canton, OH Jan 2002 - Sep 2007 5

John Birch has no recent exams reported.
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for John W. Birch
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • OH
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
75

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