John Webster Biteman
Investment adviser representative at LPL Financial LLC
12 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
12 years in the industry.
- LPL Financial LLCOct 2025 to now
- Osaic Wealth, Inc.Jun 2024 to Oct 2025
- Securities America AdvisorsMay 2020 to Jun 2024
- Securities America, Inc.May 2020 to Jun 2024
- Sterne Agee Investment Advisor Services, Inc.Jan 2015 to May 2020
- Sterne Agee Financial Services, Inc.Sep 2014 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
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
- 2340446
- Firm CRD
- 6413