John Beach, financial advisor Lubbock TX

John Beach

CRD Number: 3222089
Current Firm: Lpl Financial LLC

John Beach (CRD# 3222089) is an Investment Advisor Representative working at Lpl Financial LLC in Lubbock, TX and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Lubbock, TX Jan 2023 - Current 1
Plage LLC Lubbock, TX Jul 2015 - Current 8
Non-variable Insurance Lubbock, TX Oct 2013 - Current 10
Jkj Anthony LLC Lubbock, TX Jun 2012 - Current 11
Plage, Llc/treehouse Apartments Lubbock, TX Sep 2010 - Current 13
Raymond James Financial Services, Inc. Lubbock, TX Mar 2012 - Jan 2023 10
Raymond James Financial Services Advisors Inc. Lubbock, TX Mar 2012 - Jan 2023 10
Jkj Anthony Llc & Financial Advisors Group Lubbock, TX Mar 2012 - Jan 2023 10
Platinum Bank Lubbock, TX Nov 2016 - Oct 2018 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1999
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for John A. Beach
Phone Number: 704-733-3300
Registered State(s):
  • 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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