John Savoie
Investment adviser representative at LPL Financial LLC
15 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$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
15 years in the industry.
- LPL Financial LLCMay 2021 to now
- Old National BankMay 2021 to now
- Fbl Marketing ServicesFeb 2020 to May 2021
- Fbl Financial GroupJan 2020 to May 2021
- Prudential Customer Solutions LLCFeb 2018 to Jan 2020
- Pruco Securities LLCJan 2018 to Jan 2020
- Prudential Insurance Company of AmericaJan 2018 to Jan 2020
- LPL FinancialMay 2012 to Jan 2018
- Associated Financial GroupDec 2011 to Jan 2018
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 2593459
- Firm CRD
- 6413