John Lippert, financial advisor Washington MO

John Lippert

CRD Number: 3176394
Current Firm: Lpl Financial LLC

John Lippert (CRD# 3176394) is an Investment Advisor Representative working at Lpl Financial LLC in Washington, MO and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Washington, MO Nov 2023 - Current < 1
City Of St. Clair, Mo St. Clair, MO Feb 2023 - Current 1
Money Concepts Capital Corp. N Palm Bch, FL Oct 1999 - Dec 2023 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
Contact Info for John B. Lippert
Phone Number: 704-733-3300
Registered State(s):
  • MO
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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