John Herbert Lawler
Investment adviser representative at LPL Financial LLC
21 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you John Herbert Lawler? Claim your profile
Contact this firm
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
21 years in the industry.
- LPL Financial LLCMay 2022 to now
- Southern Hills Community BankApr 2018 to now
- John Lawler Attorney At LawJan 2005 to now
- John Lawler Financial StrategiesJan 2005 to now
- Adams County Building and Loan CoApr 2014 to Apr 2018
- Avantax Advisory ServicesMay 2005 to May 2022
- Avantax Insurance Agency LLCFeb 2005 to May 2022
- Avantax Investment Services, Inc.Jan 2005 to May 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 3216515
- Firm CRD
- 6413