John Anthony Beach
Investment adviser representative at LPL Financial LLC
16 yearsExperience
1 stateRegistered 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
16 years in the industry.
- LPL Financial LLCJan 2023 to now
- Plage LLCJul 2015 to now
- Non-variable InsuranceOct 2013 to now
- Jkj Anthony LLCJun 2012 to now
- Plage, Llc/treehouse ApartmentsSep 2010 to now
- Platinum BankNov 2016 to Oct 2018
- Jkj Anthony LLC & Financial Advisors GroupMar 2012 to Jan 2023
- Raymond James Financial Services Advisors Inc.Mar 2012 to Jan 2023
- Raymond James Financial Services, Inc.Mar 2012 to Jan 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (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
- 3222089
- Firm CRD
- 6413