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John P Mccabe

Investment adviser representative at LPL Financial LLC
12 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

12 years in the industry.

  1. Flagstar BankJul 2021 to now
  2. LPL Financial LLCJul 2021 to now
  3. Cetera Investment Advisers LLCJun 2020 to May 2021
  4. Cetera Investment Services LLCJun 2020 to May 2021
  5. First National Bank of PaJun 2020 to May 2021
  6. UnemployedJan 2020 to May 2020
  7. Bank of America, N.A.Aug 2014 to Dec 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2007
  • Series 65 · Uniform Investment Adviser Law2007

State registrations

Registered as an investment adviser representative in 1 state (SC).

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
5278580
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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