John R Slonaker
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 LLCMay 2025 to now
- Calbay InvesmentsMay 2025 to now
- UnemployedAug 2024 to May 2025
- Ginsberg Financial ServicesFeb 2024 to Aug 2024
- SelfDec 2022 to Feb 2024
- Hall Equities GroupAug 2020 to Dec 2022
- UnemployedApr 2020 to Aug 2020
- Mill Creek BuildersMay 2019 to Apr 2020
- Hall Equities GroupJun 2010 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4398986
- Firm CRD
- 6413