John Clawson, financial advisor Winchester VA

John Clawson

CRD Number: 5151697
Current Firm: Lpl Financial LLC

John Clawson (CRD# 5151697) is an Investment Advisor Representative working at Lpl Financial LLC in Winchester, VA and has over 17 years of experience in the finance industry. John Clawson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Winchester, VA Jul 2021 - Current 2
Shenandoah Valley Financial Services, LLC Winchester, VA Feb 2021 - Jul 2021 < 1
Rotary Club Of Frederick County Winchester, VT Jun 2020 - Jul 2021 1
Notary Of The Public Winchester, VA Apr 2020 - Jul 2021 1
Stephens City United Methodist Church Stephens City, VA Oct 2014 - Jul 2021 6
Iii Sons Farm LLC Blairsville, PA Sep 2010 - Jul 2021 10
3 Sons Farm LLC Blairsville, PA Sep 2010 - Jul 2021 10
Various Insurance Carriers For W&r Insurance Agencies Stephens City, VA Apr 2009 - Jul 2021 12
Waddell & Reed, Inc. Winchester, VA Apr 2009 - Jul 2021 12
Indiana County Farm Blairsville, PA Aug 1985 - Jul 2021 35
John Robert Clawson Notary Winchester, VA Jul 2015 - Dec 2019 4
Handley Regional Library Winchester, VA Sep 2010 - Dec 2018 8
Naifa-winchester Winchester, VA Jun 2016 - Aug 2018 2
Frederick County Rotary Club Winchester, VA Jun 2012 - Jun 2018 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2006
Contact Info for John R. Clawson
Phone Number: 704-733-3300
Registered State(s):
  • TX
  • VA
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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