John Alan Kuntz
Investment adviser representative at LPL Financial LLC
17 yearsExperience
12 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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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
17 years in the industry.
- LPL Financial LLCJun 2023 to now
- Sigma Financial CorporationJul 2014 to Jun 2023
- SpcJul 2014 to Jun 2023
- At Your Service Tax & Accounting of North PinellasJan 2009 to May 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 12 states (FL, GA, IN, MA, MI, NC, NY, OK, PA, RI, TX, WA).
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
- 2027234
- Firm CRD
- 6413