John Eugene Lanzetta
Investment adviser representative at LPL Financial LLC
20 yearsExperience
6 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
20 years in the industry.
- LPL Financial LLCMar 2025 to now
- Ic Advisory Services, Inc.Mar 2024 to Mar 2025
- The Investment Center, Inc.Mar 2024 to Mar 2025
- Securities America AdvisorsDec 2018 to Mar 2024
- Securities America, Inc.Dec 2018 to Mar 2024
- Questar Capital CorporationDec 2006 to Dec 2018
- Questar Asset ManagementJul 2006 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 6 states (DE, NH, NJ, NM, NY, PA).
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
- 2260204
- Firm CRD
- 6413