John BirchCRD 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.
Raymond James & Associates, Inc.
Fsc Securities Corporation
|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|
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
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.