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
|Lpl Financial LLC||Canton, OH||Nov 2014 - Current||3|
|Braddox Land Management||Canton, OH||Jan 2012 - Current||6|
|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 Management117,248MILLIONS
Total Number of Accounts551,780ACCOUNTS
Average Account Value$212,490
- 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, WY
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