John Brent Kesner
Investment adviser representative at LPL Financial LLC
16 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- LPL Financial LLCMay 2022 to now
- Cuna Brokerage Services, Inc.Jan 2018 to now
- Cuna Mutual GroupJan 2018 to now
- Cabot Lodge Securities LLCNov 2017 to Jan 2018
- Cl Wealth Management LLCNov 2017 to Jan 2018
- First Allied Advisory Services, Inc.Jul 2012 to Nov 2017
- First Allied Securities, Inc.Sep 2010 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (AR, NC).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1785716
- Firm CRD
- 6413