John Lawler, financial advisor West Union OH

John Lawler

CRD Number: 3216515
Current Firm: Lpl Financial LLC

John Lawler (CRD# 3216515) is an Investment Advisor Representative working at Lpl Financial LLC in West Union, OH and has over 21 years of experience in the finance industry.

Similar Advisors
Brendan Bussell, financial advisor West Union OH
Brendan A. Bussell
CRD# 6176239
Edward Jones
Similar Advisors
Nicholas Gray, financial advisor West Union OH
Nicholas L. Gray
CRD# 6192473
Edward Jones
Similar Advisors
Christopher Haney, financial advisor West Union OH
Christopher R. Haney
CRD# 4638562
Edward Jones
Company Name Location Dates Years
Lpl Financial LLC West Union, OH May 2022 - Current 1
Southern Hills Community Bank Leesburg, OH Apr 2018 - Current 6
John Lawler Attorney At Law West Union, OH Jan 2005 - Current 19
John Lawler Financial Strategies West Union, OH Jan 2005 - Current 19
Avantax Advisory Services West Union, OH May 2005 - May 2022 17
Avantax Insurance Agency LLC West Union, OH Feb 2005 - May 2022 17
Avantax Investment Services, Inc. West Union, OH Jan 2005 - May 2022 17
Adams County Building And Loan Co West Union, OH Apr 2014 - Apr 2018 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2002
S65 NASAA Investment Advisors Law Examination May 2005
Contact Info for John H. Lawler
Phone Number: 704-733-3300
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

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 derived from SEC.gov data covering 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.

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.