John Francis Fitchett
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.
- LPL Financial LLCJul 2021 to now
- Morgan StanleyFeb 2019 to Jul 2021
- Morgan Stanley Private Bank, N.A.Feb 2019 to Jul 2021
- Cuso Financial Services, LPSep 2017 to Jan 2019
- Bank of America, N.A.Dec 2016 to Sep 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2016 to Sep 2017
- Suntrust Advisory ServicesSep 2016 to Dec 2016
- Suntrust Investment ServicesJul 2014 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 5314945
- Firm CRD
- 6413